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 Q2	$1.2M	Sell	5,283 -3,799	-42%	-$803K	0.22%	66
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 $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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Prestige Wealth Management Group's WELL Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Welltower (WELL) stake by 42% in Q2 2026, selling an estimated $803K and leaving 5,283 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #66.

Prestige Wealth Management Group first reported a position in WELL in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.8M in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Prestige Wealth Management Group held 5,283 shares of Welltower worth $1.2M as of Q2 2026.
Prestige Wealth Management Group sold 3,799 Welltower shares in Q2 2026, an estimated $803K.
Welltower made up 0.22% of Prestige Wealth Management Group's portfolio in Q2 2026, its #66 holding.
Prestige Wealth Management Group first reported a position in Welltower in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Welltower position peaked at $1.8M in Q1 2026.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.