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SHP Wealth Management’s Welltower WELL Stock Holding History

SHP 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
Q1 		$22.8K Buy
115
+46
+67% +$9.09K ﹤0.01% 692
2025
Q4 		$12.9K Buy
+69
New +$12.9K ﹤0.01% 774

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's WELL Position: Q1 2026 in Review

SHP Wealth Management increased its Welltower (WELL) stake by 67% in Q1 2026, buying an estimated $9.09K and bringing the position to 115 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

SHP Wealth Management first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,485 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • SHP Wealth Management held 115 shares of Welltower worth $22.8K as of Q1 2026.
  • SHP Wealth Management bought 46 Welltower shares in Q1 2026, an estimated $9.09K.
  • Welltower made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #692 holding.
  • SHP Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.