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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
Q2 		$1.15M Buy
5,066
+19
+0.4% +$4.02K 0.13% 148
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
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

Premier Path Wealth Partners's WELL Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Welltower (WELL) stake by 0.38% in Q2 2026, buying an estimated $4.02K and bringing the position to 5,066 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #148.

Premier Path Wealth Partners first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Premier Path Wealth Partners held 5,066 shares of Welltower worth $1.15M as of Q2 2026.
  • Premier Path Wealth Partners bought 19 Welltower shares in Q2 2026, an estimated $4.02K.
  • Welltower made up 0.13% of Premier Path Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Premier Path Wealth Partners first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.