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Rialto Wealth Management’s Welltower WELL Stock Holding History

Rialto Wealth Management’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 		$3.56K Buy
18
+5
+38% +$988 ﹤0.01% 667
2025
Q4 		$2.41K Hold
13
– – ﹤0.01% 682
2025
Q3 		$2.32K Hold
13
– – ﹤0.01% 630
2025
Q2 		$2K Buy
13
+10
+333% +$1.49K ﹤0.01% 613
2025
Q1 		$460 Buy
+3
New +$427 ﹤0.01% 929

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

Rialto Wealth Management's WELL Position: Q1 2026 in Review

Rialto Wealth Management increased its Welltower (WELL) stake by 38% in Q1 2026, buying an estimated $988 and bringing the position to 18 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Rialto Wealth Management first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Rialto Wealth Management held 18 shares of Welltower worth $3.56K as of Q1 2026.
  • Rialto Wealth Management bought 5 Welltower shares in Q1 2026, an estimated $988.
  • Welltower made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #667 holding.
  • Rialto Wealth Management first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.