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Private Wealth Asset Management’s Welltower WELL Stock Holding History

Private Wealth Asset Management’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 		$73.1K Sell
322
-70
-18% -$14.8K 0.01% 377
2026
Q1 		$77.5K Sell
392
-3
-0.8% -$593 0.01% 358
2025
Q4 		$73.3K Hold
395
– – 0.01% 362
2025
Q3 		$70.4K Buy
395
+105
+36% +$17.3K 0.01% 346
2025
Q2 		$44.6K Sell
290
-10
-3% -$1.49K 0.01% 413
2025
Q1 		$46K Buy
+300
New +$42.7K 0.01% 403

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

Private Wealth Asset Management's WELL Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Welltower (WELL) stake by 18% in Q2 2026, selling an estimated $14.8K and leaving 322 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #377.

Private Wealth Asset Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.5K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Private Wealth Asset Management held 322 shares of Welltower worth $73.1K as of Q2 2026.
  • Private Wealth Asset Management sold 70 Welltower shares in Q2 2026, an estimated $14.8K.
  • Welltower made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #377 holding.
  • Private Wealth Asset Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Welltower position peaked at $77.5K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.