PWW
WELL icon

Pettyjohn Wood & White’s Welltower WELL Stock Holding History

Pettyjohn Wood & White’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
Q1 		$667K Hold
3,374
– – 0.11% 117
2025
Q4 		$626K Buy
3,374
+174
+5% +$32.5K 0.1% 120
2025
Q3 		$570K Sell
3,200
-134
-4% -$22K 0.09% 123
2025
Q2 		$513K Sell
3,334
-40
-1% -$5.98K 0.09% 126
2025
Q1 		$517K Sell
3,374
-70
-2% -$9.97K 0.1% 119
2024
Q4 		$434K Sell
3,444
-305
-8% -$40K 0.08% 135
2024
Q3 		$480K Sell
3,749
-60
-2% -$7K 0.09% 131
2024
Q2 		$397K Sell
3,809
-316
-8% -$31K 0.08% 140
2024
Q1 		$385K Sell
4,125
-75
-2% -$6.79K 0.08% 140
2023
Q4 		$379K Sell
4,200
-425
-9% -$36.9K 0.08% 139
2023
Q3 		$379K Sell
4,625
-93
-2% -$7.65K 0.09% 131
2023
Q2 		$382K Sell
4,718
-1
-0% -$77 0.09% 128
2023
Q1 		$338K Hold
4,719
– – 0.08% 137
2022
Q4 		$309K Hold
4,719
– – 0.08% 142
2022
Q3 		$304K Hold
4,719
– – 0.08% 134
2022
Q2 		$389K Hold
4,719
– – 0.09% 119
2022
Q1 		$454K Sell
4,719
-225
-5% -$19.5K 0.1% 116
2021
Q4 		$424K Sell
4,944
-83
-2% -$6.92K 0.09% 121
2021
Q3 		$414K Sell
5,027
-235
-4% -$20.2K 0.09% 118
2021
Q2 		$437K Sell
5,262
-875
-14% -$67K 0.1% 114
2021
Q1 		$440K Sell
6,137
-775
-11% -$52K 0.1% 112
2020
Q4 		$447K Sell
6,912
-200
-3% -$12.1K 0.11% 105
2020
Q3 		$392K Buy
7,112
+100
+1% +$5.49K 0.11% 104
2020
Q2 		$363K Sell
7,012
-550
-7% -$27K 0.12% 105
2020
Q1 		$346K Sell
7,562
-125
-2% -$9.22K 0.13% 98
2019
Q4 		$629K Sell
7,687
-40
-0.5% -$3.42K 0.18% 90
2019
Q3 		$700K Sell
7,727
-150
-2% -$13.1K 0.21% 82
2019
Q2 		$642K Hold
7,877
– – 0.2% 86
2019
Q1 		$611K Sell
7,877
-68
-0.9% -$5.1K 0.2% 87
2018
Q4 		$551K Hold
7,945
– – 0.2% 88
2018
Q3 		$511K Sell
7,945
-350
-4% -$22.6K 0.17% 97
2018
Q2 		$520K Sell
8,295
-320
-4% -$17.8K 0.18% 93
2018
Q1 		$469K Buy
8,615
+645
+8% +$36.4K 0.17% 96
2017
Q4 		$508K Buy
7,970
+925
+13% +$62.1K 0.18% 95
2017
Q3 		$495K Sell
7,045
-100
-1% -$7.27K 0.18% 90
2017
Q2 		$535K Sell
7,145
-2,300
-24% -$168K 0.2% 88
2017
Q1 		$669K Hold
9,445
– – 0.25% 78
2016
Q4 		$632K Buy
+9,445
New +$626K 0.25% 84
2016
Q3 		– Sell
-9,995
Closed -$761K – 130
2016
Q2 		$761K Buy
9,995
+1,220
+14% +$86.6K 0.3% 77
2016
Q1 		$608K Buy
8,775
+300
+4% +$19.3K 0.25% 82
2015
Q4 		$577K Buy
8,475
+600
+8% +$39.2K 0.24% 86
2015
Q3 		$533K Hold
7,875
– – 0.24% 81
2015
Q2 		$517K Sell
7,875
-450
-5% -$32.3K 0.22% 88
2015
Q1 		$644K Buy
+8,325
New +$655K 0.27% 84
2014
Q1 		– Sell
-12,000
Closed -$643K – 124
2013
Q4 		$643K Sell
12,000
-600
-5% -$35.7K 0.38% 76
2013
Q3 		$786K Sell
12,600
-75
-0.6% -$4.77K 0.49% 69
2013
Q2 		$850K Buy
+12,675
New +$900K 0.53% 59

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pettyjohn Wood & White's WELL Position: Q1 2026 in Review

Pettyjohn Wood & White held its Welltower (WELL) position steady in Q1 2026 at 3,374 shares worth $667K. The position accounts for 0.11% of the portfolio, ranked #117.

Pettyjohn Wood & White first reported a position in WELL in Q2 2013 and has held it in 47 quarters since. The position peaked at $850K in Q2 2013. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Pettyjohn Wood & White held 3,374 shares of Welltower worth $667K as of Q1 2026.
  • Pettyjohn Wood & White left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.11% of Pettyjohn Wood & White's portfolio in Q1 2026, its #117 holding.
  • Pettyjohn Wood & White first reported a position in Welltower in Q2 2013 and has held it in 47 quarters since.
  • Pettyjohn Wood & White's Welltower position peaked at $850K in Q2 2013.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.