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Sachetta’s Welltower WELL Stock Holding History

Sachetta’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 		– Sell
-133
Closed -$26.3K – 1223
2026
Q1 		$26.3K Buy
133
+30
+29% +$5.93K 0.01% 276
2025
Q4 		$19.1K Sell
103
-345
-77% -$64.4K 0.01% 301
2025
Q3 		$79.8K Buy
448
+58
+15% +$9.53K 0.03% 214
2025
Q2 		$60K Buy
390
+11
+3% +$1.64K 0.02% 232
2025
Q1 		$58.1K Sell
379
-1
-0.3% -$142 0.02% 238
2024
Q4 		$47.9K Buy
380
+1
+0.3% +$131 0.02% 269
2024
Q3 		$48.5K Buy
379
+300
+380% +$35K 0.02% 279
2024
Q2 		$8.87K Sell
79
-707
-90% -$69.3K ﹤0.01% 470
2024
Q1 		$70.9K Hold
786
– – 0.03% 215
2023
Q4 		$70.9K Buy
+786
New +$68.2K 0.03% 215

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

Sachetta's WELL Position: Q2 2026 in Review

Sachetta sold out of Welltower (WELL) in Q2 2026, closing a stake of 133 shares — an estimated $26.3K sold.

Sachetta first reported a position in WELL in Q4 2023 and held it in 10 quarters. The position peaked at $79.8K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sachetta reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 133 Welltower shares in Q2 2026, an estimated $26.3K.
  • Sachetta first reported a position in Welltower in Q4 2023 and held it in 10 quarters.
  • Sachetta's Welltower position peaked at $79.8K in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.