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Prosperity Consulting Group’s Welltower WELL Stock Holding History

Prosperity Consulting 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 		$1.13M Buy
4,961
+911
+22% +$193K 0.04% 245
2026
Q1 		$801K Buy
4,050
+338
+9% +$66.8K 0.04% 279
2025
Q4 		$689K Buy
3,712
+940
+34% +$176K 0.03% 306
2025
Q3 		$494K Buy
2,772
+278
+11% +$45.7K 0.02% 341
2025
Q2 		$383K Buy
+2,494
New +$373K 0.03% 336

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

Prosperity Consulting Group's WELL Position: Q2 2026 in Review

Prosperity Consulting Group increased its Welltower (WELL) stake by 22% in Q2 2026, buying an estimated $193K and bringing the position to 4,961 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #245.

Prosperity Consulting Group first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Prosperity Consulting Group held 4,961 shares of Welltower worth $1.13M as of Q2 2026.
  • Prosperity Consulting Group bought 911 Welltower shares in Q2 2026, an estimated $193K.
  • Welltower made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #245 holding.
  • Prosperity Consulting Group first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.