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Revolve Wealth Partners’s Welltower WELL Stock Holding History

Revolve 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 		$316K Buy
1,392
+45
+3% +$9.51K 0.03% 263
2026
Q1 		$266K Sell
1,347
-83
-6% -$16.4K 0.03% 190
2025
Q4 		$265K Buy
1,430
+4
+0.3% +$747 0.03% 195
2025
Q3 		$254K Buy
1,426
+87
+6% +$14.3K 0.03% 195
2025
Q2 		$206K Buy
+1,339
New +$200K 0.03% 217

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

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

Revolve Wealth Partners increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $9.51K and bringing the position to 1,392 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #263.

Revolve Wealth Partners first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Revolve Wealth Partners held 1,392 shares of Welltower worth $316K as of Q2 2026.
  • Revolve Wealth Partners bought 45 Welltower shares in Q2 2026, an estimated $9.51K.
  • Welltower made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • Revolve Wealth Partners first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.