Prestige Wealth Management Group’s Welltower WELL Stock Holding History

Prestige Wealth Management Group’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	$1.8M	Buy	9,082 +8,968	+7,867%	+$1.77M	0.35%	47
2025 Q4	$21.2K	Sell	114 -8,612	-99%	-$1.61M	﹤0.01%	339
2025 Q3	$1.55M	Buy	8,726 +350	+4%	+$57.5K	0.3%	49
2025 Q2	$1.29M	Buy	8,376 +80	+1%	+$12K	0.26%	52
2025 Q1	$1.27M	Buy	8,296 +297	+4%	+$42.3K	0.27%	52
2024 Q4	$1.01M	Buy	7,999 +380	+5%	+$49.9K	0.21%	59
2024 Q3	$975K	Buy	7,619 +7,529	+8,366%	+$879K	0.2%	64
2024 Q2	$9.38K	Sell	90 -6,642	-99%	-$651K	﹤0.01%	419
2024 Q1	$629K	Buy	6,732 +6,650	+8,110%	+$602K	0.14%	74
2023 Q4	$7.39K	Buy	82 +4	+5%	+$347	﹤0.01%	513
2023 Q3	$6.39K	Hold	78	–	–	﹤0.01%	528
2023 Q2	$6.31K	Hold	78	–	–	﹤0.01%	534
2023 Q1	$5.59K	Hold	78	–	–	﹤0.01%	544
2022 Q4	$5.11K	Hold	78	–	–	﹤0.01%	611
2022 Q3	$5K	Hold	78	–	–	﹤0.01%	572
2022 Q2	$6K	Hold	78	–	–	﹤0.01%	558
2022 Q1	$7K	Hold	78	–	–	﹤0.01%	554
2021 Q4	$7K	Hold	78	–	–	﹤0.01%	572
2021 Q3	$6K	Hold	78	–	–	﹤0.01%	612
2021 Q2	$6K	Hold	78	–	–	﹤0.01%	599
2021 Q1	$6K	Hold	78	–	–	﹤0.01%	593
2020 Q4	$5K	Buy	78 +5	+7%	+$303	﹤0.01%	600
2020 Q3	$4K	Hold	73	–	–	﹤0.01%	596
2020 Q2	$4K	Buy	73 +19	+35%	+$934	﹤0.01%	577
2020 Q1	$2K	Buy	+54	New	+$3.98K	﹤0.01%	690
2019 Q1	–	Sell	-141	Closed	-$10K	–	1140
2018 Q4	$10K	Buy	+141	New	+$9.59K	0.01%	440

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

Prestige Wealth Management Group's WELL Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Welltower (WELL) stake by 7,867% in Q1 2026, buying an estimated $1.77M and bringing the position to 9,082 shares worth $1.8M. The position accounts for 0.35% of the portfolio, ranked #47.

Prestige Wealth Management Group first reported a position in WELL in Q4 2018 and has held it in 26 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Prestige Wealth Management Group held 9,082 shares of Welltower worth $1.8M as of Q1 2026.
Prestige Wealth Management Group bought 8,968 Welltower shares in Q1 2026, an estimated $1.77M.
Welltower made up 0.35% of Prestige Wealth Management Group's portfolio in Q1 2026, its #47 holding.
Prestige Wealth Management Group first reported a position in Welltower in Q4 2018 and has held it in 26 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.