Phillip James Consulting’s Welltower WELL Stock Holding History

Phillip James Consulting’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	$84.9K	Buy	+374	New	+$79.1K	0.06%	75

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phillip James Consulting's WELL Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Welltower (WELL) in Q2 2026: 374 shares worth $84.9K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings.

1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Phillip James Consulting held 374 shares of Welltower worth $84.9K as of Q2 2026.
Welltower was a new Phillip James Consulting position in Q2 2026.
Welltower made up 0.06% of Phillip James Consulting's portfolio in Q2 2026, its #75 holding.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.