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Quotient Wealth Partners’s Welltower WELL Stock Holding History

Quotient Wealth Partners’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 		$530K Buy
2,679
+19
+0.7% +$3.75K 0.01% 185
2025
Q4 		$494K Buy
2,660
+188
+8% +$35.1K 0.01% 195
2025
Q3 		$440K Sell
2,472
-121
-5% -$19.9K 0.01% 214
2025
Q2 		$399K Buy
2,593
+262
+11% +$39.2K 0.01% 221
2025
Q1 		$357K Buy
2,331
+269
+13% +$38.3K 0.01% 226
2024
Q4 		$260K Buy
2,062
+103
+5% +$13.5K 0.01% 272
2024
Q3 		$251K Buy
+1,959
New +$229K 0.01% 278

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Quotient Wealth Partners's WELL Position: Q1 2026 in Review

Quotient Wealth Partners increased its Welltower (WELL) stake by 0.71% in Q1 2026, buying an estimated $3.75K and bringing the position to 2,679 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #185.

Quotient Wealth Partners first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Quotient Wealth Partners held 2,679 shares of Welltower worth $530K as of Q1 2026.
  • Quotient Wealth Partners bought 19 Welltower shares in Q1 2026, an estimated $3.75K.
  • Welltower made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #185 holding.
  • Quotient Wealth Partners first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.