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Private Wealth Management Group’s Welltower WELL Stock Holding History

Private 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 		$7.72K Hold
34
– – ﹤0.01% 659
2026
Q1 		$6.72K Buy
34
+12
+55% +$2.37K ﹤0.01% 662
2025
Q4 		$4.08K Hold
22
– – ﹤0.01% 854
2025
Q3 		$3.92K Hold
22
– – ﹤0.01% 891
2025
Q2 		$3.38K Hold
22
– – ﹤0.01% 912
2025
Q1 		$3.37K Hold
22
– – ﹤0.01% 876
2024
Q4 		$2.77K Hold
22
– – ﹤0.01% 970
2024
Q3 		$2.82K Buy
22
+2
+10% +$233 ﹤0.01% 948
2024
Q2 		$2.08K Hold
20
– – ﹤0.01% 1033
2024
Q1 		$1.87K Hold
20
– – ﹤0.01% 1003
2023
Q4 		$1.8K Buy
+20
New +$1.74K ﹤0.01% 1026

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 Management Group's WELL Position: Q2 2026 in Review

Private Wealth Management Group held its Welltower (WELL) position steady in Q2 2026 at 34 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Private Wealth Management Group first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Private Wealth Management Group held 34 shares of Welltower worth $7.72K as of Q2 2026.
  • Private Wealth Management Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #659 holding.
  • Private Wealth Management Group first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.