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Savvy Advisors Inc’s Welltower WELL Stock Holding History

Savvy Advisors Inc’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 		$2.3M Buy
11,619
+2,942
+34% +$581K 0.06% 245
2025
Q4 		$1.61M Buy
8,677
+566
+7% +$106K 0.05% 270
2025
Q3 		$1.44M Buy
8,111
+4,265
+111% +$701K 0.07% 206
2025
Q2 		$591K Buy
3,846
+718
+23% +$107K 0.04% 323
2025
Q1 		$479K Buy
3,128
+332
+12% +$47.3K 0.05% 297
2024
Q4 		$352K Buy
+2,796
New +$367K 0.04% 303

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

Savvy Advisors Inc's WELL Position: Q1 2026 in Review

Savvy Advisors Inc increased its Welltower (WELL) stake by 34% in Q1 2026, buying an estimated $581K and bringing the position to 11,619 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #245.

Savvy Advisors Inc first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Savvy Advisors Inc held 11,619 shares of Welltower worth $2.3M as of Q1 2026.
  • Savvy Advisors Inc bought 2,942 Welltower shares in Q1 2026, an estimated $581K.
  • Welltower made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #245 holding.
  • Savvy Advisors Inc first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.