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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
Q2 		$655K Buy
2,887
+208
+8% +$44K 0.02% 178
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 $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

Quotient Wealth Partners's WELL Position: Q2 2026 in Review

Quotient Wealth Partners increased its Welltower (WELL) stake by 7.8% in Q2 2026, buying an estimated $44K and bringing the position to 2,887 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #178.

Quotient Wealth Partners first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Quotient Wealth Partners held 2,887 shares of Welltower worth $655K as of Q2 2026.
  • Quotient Wealth Partners bought 208 Welltower shares in Q2 2026, an estimated $44K.
  • Welltower made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • Quotient Wealth Partners first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.