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Physician Wealth Advisors’s Welltower WELL Stock Holding History

Physician Wealth Advisors’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 		$166K Buy
839
+21
+3% +$4.15K 0.02% 213
2025
Q4 		$152K Buy
818
+17
+2% +$3.17K 0.02% 230
2025
Q3 		$143K Buy
801
+170
+27% +$27.9K 0.02% 234
2025
Q2 		$96.9K Buy
631
+16
+3% +$2.39K 0.02% 268
2025
Q1 		$94.2K Hold
615
– – 0.02% 263
2024
Q4 		$77.5K Buy
+615
New +$80.7K 0.01% 285

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

Physician Wealth Advisors's WELL Position: Q1 2026 in Review

Physician Wealth Advisors increased its Welltower (WELL) stake by 2.6% in Q1 2026, buying an estimated $4.15K and bringing the position to 839 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #213.

Physician Wealth Advisors first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Physician Wealth Advisors held 839 shares of Welltower worth $166K as of Q1 2026.
  • Physician Wealth Advisors bought 21 Welltower shares in Q1 2026, an estimated $4.15K.
  • Welltower made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #213 holding.
  • Physician Wealth Advisors first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.