RMG Wealth Management’s Welltower WELL Stock Holding History

RMG 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	$2.79K	Hold	13	–	–	﹤0.01%	466
2025 Q4	$2.38K	Buy	+13	New	+$2.43K	﹤0.01%	349

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

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

RMG Wealth Management held its Welltower (WELL) position steady in Q1 2026 at 13 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

RMG Wealth Management first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

RMG Wealth Management held 13 shares of Welltower worth $2.79K as of Q1 2026.
RMG Wealth Management left its Welltower share count unchanged in Q1 2026.
Welltower made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #466 holding.
RMG Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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