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Shelton Wealth Management’s Welltower WELL Stock Holding History

Shelton Wealth 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 		$503K Buy
2,216
+7
+0.3% +$1.48K 0.2% 96
2026
Q1 		$437K Buy
2,209
+8
+0.4% +$1.58K 0.19% 99
2025
Q4 		$408K Buy
2,201
+8
+0.4% +$1.49K 0.18% 101
2025
Q3 		$391K Buy
2,193
+10
+0.5% +$1.64K 0.18% 104
2025
Q2 		$336K Buy
2,183
+10
+0.5% +$1.49K 0.16% 104
2025
Q1 		$333K Buy
2,173
+9
+0.4% +$1.28K 0.18% 103
2024
Q4 		$273K Buy
2,164
+11
+0.5% +$1.44K 0.14% 109
2024
Q3 		$276K Buy
2,153
+12
+0.6% +$1.4K 0.15% 111
2024
Q2 		$223K Buy
+2,141
New +$210K 0.13% 122

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Shelton Wealth Management's WELL Position: Q2 2026 in Review

Shelton Wealth Management increased its Welltower (WELL) stake by 0.32% in Q2 2026, buying an estimated $1.48K and bringing the position to 2,216 shares worth $503K. The position accounts for 0.2% of the portfolio, ranked #96.

Shelton Wealth Management first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 262 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Shelton Wealth Management held 2,216 shares of Welltower worth $503K as of Q2 2026.
  • Shelton Wealth Management bought 7 Welltower shares in Q2 2026, an estimated $1.48K.
  • Welltower made up 0.2% of Shelton Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Shelton Wealth Management first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 262 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.