Premier Path Wealth Partners’s Welltower WELL Stock Holding History

Premier Path Wealth Partners’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	$998K	Buy	5,047 +418	+9%	+$82.6K	0.13%	160
2025 Q4	$859K	Buy	4,629 +67	+1%	+$12.5K	0.11%	175
2025 Q3	$813K	Buy	4,562 +27	+0.6%	+$4.44K	0.1%	199
2025 Q2	$697K	Buy	4,535 +108	+2%	+$16.1K	0.1%	212
2025 Q1	$678K	Buy	4,427 +77	+2%	+$11K	0.11%	196
2024 Q4	$548K	Buy	4,350 +139	+3%	+$18.2K	0.08%	222
2024 Q3	$539K	Buy	4,211 +60	+1%	+$7K	0.09%	227
2024 Q2	$433K	Buy	+4,151	New	+$407K	0.07%	245
2024 Q1	–	Sell	-3,694	Closed	-$333K	–	365
2023 Q4	$333K	Buy	+3,694	New	+$320K	0.07%	239

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Premier Path Wealth Partners's WELL Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Welltower (WELL) stake by 9% in Q1 2026, buying an estimated $82.6K and bringing the position to 5,047 shares worth $998K. The position accounts for 0.13% of the portfolio, ranked #160.

Premier Path Wealth Partners first reported a position in WELL in Q4 2023 and has held it in 9 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Premier Path Wealth Partners held 5,047 shares of Welltower worth $998K as of Q1 2026.
Premier Path Wealth Partners bought 418 Welltower shares in Q1 2026, an estimated $82.6K.
Welltower made up 0.13% of Premier Path Wealth Partners's portfolio in Q1 2026, its #160 holding.
Premier Path Wealth Partners first reported a position in Welltower in Q4 2023 and has held it in 9 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.