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Sawyer Falduto Asset Management’s Welltower WELL Stock Holding History

Sawyer Falduto Asset Management’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 		$28.4K Hold
125
– – 0.02% 129
2026
Q1 		$24.7K Hold
125
– – 0.02% 132
2025
Q4 		$23.2K Buy
+125
New +$23.3K 0.02% 133

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

Sawyer Falduto Asset Management's WELL Position: Q2 2026 in Review

Sawyer Falduto Asset Management held its Welltower (WELL) position steady in Q2 2026 at 125 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #129.

Sawyer Falduto Asset Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sawyer Falduto Asset Management held 125 shares of Welltower worth $28.4K as of Q2 2026.
  • Sawyer Falduto Asset Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.02% of Sawyer Falduto Asset Management's portfolio in Q2 2026, its #129 holding.
  • Sawyer Falduto Asset Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sawyer Falduto Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.