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Sagespring Wealth Partners’s Welltower WELL Stock Holding History

Sagespring 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
Q1 		$1.36M Sell
6,891
-20
-0.3% -$3.95K 0.02% 259
2025
Q4 		$1.28M Buy
6,911
+510
+8% +$95.3K 0.02% 263
2025
Q3 		$1.14M Buy
6,401
+199
+3% +$32.7K 0.02% 282
2025
Q2 		$953K Buy
6,202
+1,057
+21% +$158K 0.02% 293
2025
Q1 		$788K Buy
5,145
+837
+19% +$119K 0.02% 286
2024
Q4 		$543K Buy
+4,308
New +$565K 0.01% 328

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

Sagespring Wealth Partners's WELL Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Welltower (WELL) stake by 0.29% in Q1 2026, selling an estimated $3.95K and leaving 6,891 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #259.

Sagespring Wealth Partners first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sagespring Wealth Partners held 6,891 shares of Welltower worth $1.36M as of Q1 2026.
  • Sagespring Wealth Partners sold 20 Welltower shares in Q1 2026, an estimated $3.95K.
  • Welltower made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #259 holding.
  • Sagespring Wealth Partners first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.