Retireful LLC’s Welltower WELL Stock Holding History

Retireful LLC’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	-3,036	Closed	-$571K	–	125
2025 Q4	$571K	Buy	+3,036	New	+$567K	0.72%	53
2025 Q2	–	Sell	-2,498	Closed	-$383K	–	177
2025 Q1	$383K	Buy	+2,498	New	+$356K	0.36%	74

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

Retireful LLC's WELL Position: Q1 2026 in Review

Retireful LLC sold out of Welltower (WELL) in Q1 2026, closing a stake of 3,036 shares — an estimated $571K sold.

Retireful LLC first reported a position in WELL in Q1 2025 and held it in 2 quarters. The position peaked at $571K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Retireful LLC reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Retireful LLC sold 3,036 Welltower shares in Q1 2026, an estimated $571K.
Retireful LLC first reported a position in Welltower in Q1 2025 and held it in 2 quarters.
Retireful LLC's Welltower position peaked at $571K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.