SWP
WELL icon

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
Q2 		$1.67M Buy
7,338
+447
+6% +$94.5K 0.03% 242
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 $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

Sagespring Wealth Partners's WELL Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Welltower (WELL) stake by 6.5% in Q2 2026, buying an estimated $94.5K and bringing the position to 7,338 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #242.

Sagespring Wealth Partners first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sagespring Wealth Partners held 7,338 shares of Welltower worth $1.67M as of Q2 2026.
  • Sagespring Wealth Partners bought 447 Welltower shares in Q2 2026, an estimated $94.5K.
  • Welltower made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #242 holding.
  • Sagespring Wealth Partners first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.