Principia Wealth Advisory’s Welltower WELL Stock Holding History

Principia Wealth Advisory’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	$12.9K	Buy	57 +12	+27%	+$2.54K	0.01%	215
2026 Q1	$8.9K	Buy	45 +9	+25%	+$1.78K	0.01%	223
2025 Q4	$6.68K	Buy	36 +4	+13%	+$747	﹤0.01%	236
2025 Q3	$5.7K	Buy	32 +3	+10%	+$493	﹤0.01%	255
2025 Q2	$4.46K	Sell	29 -2	-6%	-$299	﹤0.01%	249
2025 Q1	$4.39K	Buy	31 +16	+107%	+$2.28K	﹤0.01%	194
2024 Q4	$1.89K	Buy	+15	New	+$1.97K	﹤0.01%	254

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

Principia Wealth Advisory's WELL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Welltower (WELL) stake by 27% in Q2 2026, buying an estimated $2.54K and bringing the position to 57 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #215.

Principia Wealth Advisory first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Principia Wealth Advisory held 57 shares of Welltower worth $12.9K as of Q2 2026.
Principia Wealth Advisory bought 12 Welltower shares in Q2 2026, an estimated $2.54K.
Welltower made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #215 holding.
Principia Wealth Advisory first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.