Ross\Johnson & Associates’s Welltower WELL Stock Holding History

Ross\Johnson & Associates’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	-1	Closed	-$186	–	345
2025 Q4	$186	Buy	+1	New	+$187	﹤0.01%	251

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ross\Johnson & Associates's WELL Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Welltower (WELL) in Q1 2026, closing a stake of 1 share — an estimated $186 sold.

Ross\Johnson & Associates first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $186 in Q4 2025. 1,493 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Ross\Johnson & Associates reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Ross\Johnson & Associates sold 1 Welltower share in Q1 2026, an estimated $186.
Ross\Johnson & Associates first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Ross\Johnson & Associates's Welltower position peaked at $186 in Q4 2025.
1,493 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.