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Simplicity Wealth’s Welltower WELL Stock Holding History

Simplicity Wealth’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 		$931K Buy
4,100
+364
+10% +$77K 0.03% 446
2026
Q1 		$739K Buy
3,736
+236
+7% +$46.6K 0.04% 359
2025
Q4 		$650K Buy
3,500
+716
+26% +$134K 0.04% 371
2025
Q3 		$496K Buy
+2,784
New +$458K 0.03% 443
2024
Q3 		– Sell
-12,155
Closed -$1.27M – 1218
2024
Q2 		$1.27M Buy
12,155
+113
+0.9% +$11.1K 0.03% 460
2024
Q1 		$1.13M Buy
+12,042
New +$1.09M 0.03% 483

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Simplicity Wealth's WELL Position: Q2 2026 in Review

Simplicity Wealth increased its Welltower (WELL) stake by 9.7% in Q2 2026, buying an estimated $77K and bringing the position to 4,100 shares worth $931K. The position accounts for 0.03% of the portfolio, ranked #446.

Simplicity Wealth first reported a position in WELL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q2 2024. 1,000 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Simplicity Wealth held 4,100 shares of Welltower worth $931K as of Q2 2026.
  • Simplicity Wealth bought 364 Welltower shares in Q2 2026, an estimated $77K.
  • Welltower made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #446 holding.
  • Simplicity Wealth first reported a position in Welltower in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Welltower position peaked at $1.27M in Q2 2024.
  • 1,000 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.