PUREfi Wealth’s Welltower WELL Stock Holding History

PUREfi Wealth’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 Q1	–	Sell	-1,235	Closed	-$229K	–	203
2025 Q4	$229K	Sell	1,235 -279	-18%	-$52.1K	0.18%	144
2025 Q3	$270K	Sell	1,514 -303	-17%	-$49.8K	0.21%	131
2025 Q2	$279K	Buy	+1,817	New	+$272K	0.22%	119

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PUREfi Wealth's WELL Position: Q1 2026 in Review

PUREfi Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,235 shares — an estimated $229K sold.

PUREfi Wealth first reported a position in WELL in Q2 2025 and held it in 3 quarters. The position peaked at $279K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

PUREfi Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
PUREfi Wealth sold 1,235 Welltower shares in Q1 2026, an estimated $229K.
PUREfi Wealth first reported a position in Welltower in Q2 2025 and held it in 3 quarters.
PUREfi Wealth's Welltower position peaked at $279K in Q2 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.