Purpose Unlimited Inc’s Welltower WELL Stock Holding History

Purpose Unlimited Inc’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	$403K	Hold	2,036	–	–	0.02%	179
2025 Q4	$378K	Buy	+2,036	New	+$380K	0.02%	155

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Purpose Unlimited Inc's WELL Position: Q1 2026 in Review

Purpose Unlimited Inc held its Welltower (WELL) position steady in Q1 2026 at 2,036 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #179.

Purpose Unlimited Inc first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,485 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Purpose Unlimited Inc held 2,036 shares of Welltower worth $403K as of Q1 2026.
Purpose Unlimited Inc left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.02% of Purpose Unlimited Inc's portfolio in Q1 2026, its #179 holding.
Purpose Unlimited Inc first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
1,485 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.