Regent Peak Wealth Advisors’s Welltower WELL Stock Holding History

Regent Peak Wealth Advisors’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	$396K	Buy	1,744 +39	+2%	+$8.24K	0.07%	122
2026 Q1	$337K	Buy	1,705 +34	+2%	+$6.72K	0.07%	132
2025 Q4	$310K	Sell	1,671 -46	-3%	-$8.59K	0.06%	133
2025 Q3	$306K	Buy	+1,717	New	+$282K	0.06%	130
2025 Q1	$241K	Sell	1,570 -24	-2%	-$3.42K	0.06%	144
2024 Q4	$201K	Buy	1,594 +4	+0.3%	+$525	0.05%	171
2024 Q3	$204K	Buy	+1,590	New	+$186K	0.05%	170
2021 Q1	–	Sell	-146	Closed	-$9K	–	995
2020 Q4	$9K	Buy	+146	New	+$8.86K	﹤0.01%	575

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Regent Peak Wealth Advisors's WELL Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Welltower (WELL) stake by 2.3% in Q2 2026, buying an estimated $8.24K and bringing the position to 1,744 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #122.

Regent Peak Wealth Advisors first reported a position in WELL in Q4 2020 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Regent Peak Wealth Advisors held 1,744 shares of Welltower worth $396K as of Q2 2026.
Regent Peak Wealth Advisors bought 39 Welltower shares in Q2 2026, an estimated $8.24K.
Welltower made up 0.07% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Regent Peak Wealth Advisors first reported a position in Welltower in Q4 2020 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.