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Perigon Wealth Management’s Welltower WELL Stock Holding History

Perigon Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
5,411
+291
+6% +$61.5K 0.02% 525
2026
Q1 		$1.01M Sell
5,120
-1,481
-22% -$293K 0.02% 536
2025
Q4 		$1.23M Buy
6,601
+450
+7% +$84K 0.02% 484
2025
Q3 		$1.1M Buy
6,151
+1,226
+25% +$202K 0.02% 484
2025
Q2 		$757K Buy
4,925
+939
+24% +$140K 0.02% 558
2025
Q1 		$611K Buy
3,986
+437
+12% +$62.3K 0.02% 583
2024
Q4 		$457K Buy
3,549
+1,160
+49% +$152K 0.01% 666
2024
Q3 		$306K Buy
+2,389
New +$279K 0.01% 782
2021
Q1 		– Sell
-1,069
Closed -$69K – 1034
2020
Q4 		$69K Buy
+1,069
New +$64.9K 0.01% 646
2018
Q2 		– Sell
-292
Closed -$16K – 593
2018
Q1 		$16K Sell
292
-834
-74% -$47.1K 0.01% 469
2017
Q4 		$72K Buy
1,126
+834
+286% +$56K 0.03% 246
2017
Q3 		$21K Buy
+292
New +$21.2K 0.01% 445
2017
Q2 		– Sell
-40
Closed -$3K – 629
2017
Q1 		$3K Buy
+40
New +$2.7K ﹤0.01% 594
2016
Q4 		– Sell
-1,145
Closed -$86K – 762
2016
Q3 		$86K Buy
+1,145
New +$87.7K 0.02% 252
2015
Q1 		– Sell
-8,161
Closed -$618K – 226
2014
Q4 		$618K Sell
8,161
-3,746
-31% -$267K 0.19% 114
2014
Q3 		$743K Buy
11,907
+2
+0% +$129 0.22% 98
2014
Q2 		$746K Buy
+11,905
New +$749K 0.21% 101

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Perigon Wealth Management's WELL Position: Q2 2026 in Review

Perigon Wealth Management increased its Welltower (WELL) stake by 5.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 5,411 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #525.

Perigon Wealth Management first reported a position in WELL in Q2 2014 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Perigon Wealth Management held 5,411 shares of Welltower worth $1.23M as of Q2 2026.
  • Perigon Wealth Management bought 291 Welltower shares in Q2 2026, an estimated $61.5K.
  • Welltower made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Perigon Wealth Management first reported a position in Welltower in Q2 2014 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.