Sittner & Nelson’s Welltower WELL Stock Holding History

Sittner & Nelson’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	$33.8K	Hold	171	–	–	0.01%	329
2025 Q4	$33.5K	Hold	171	–	–	0.01%	298
2025 Q3	$30.5K	Hold	171	–	–	0.01%	284
2025 Q2	$26.3K	Hold	171	–	–	0.01%	298
2025 Q1	$26.2K	Hold	171	–	–	0.01%	282
2024 Q4	$21.6K	Hold	171	–	–	0.01%	290
2024 Q3	$21.9K	Hold	171	–	–	0.01%	285
2024 Q2	$17.8K	Hold	171	–	–	0.01%	294
2024 Q1	$16K	Hold	171	–	–	0.01%	303
2023 Q4	$15.4K	Hold	171	–	–	0.01%	308
2023 Q3	$14K	Hold	171	–	–	0.01%	310
2023 Q2	$13.8K	Hold	171	–	–	0.01%	322
2023 Q1	$12.3K	Hold	171	–	–	0.01%	349
2022 Q4	$11.2K	Sell	171 -25	-13%	-$1.61K	0.01%	329
2022 Q3	$13K	Hold	196	–	–	0.01%	306
2022 Q2	$16K	Hold	196	–	–	0.01%	312
2022 Q1	$19K	Buy	196 +25	+15%	+$2.17K	0.01%	281
2021 Q4	$15K	Hold	171	–	–	0.01%	307
2021 Q3	$14K	Hold	171	–	–	0.01%	290
2021 Q2	$14K	Hold	171	–	–	0.01%	281
2021 Q1	$12K	Hold	171	–	–	0.01%	287
2020 Q4	$11K	Buy	+171	New	+$10.4K	0.01%	281

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sittner & Nelson's WELL Position: Q1 2026 in Review

Sittner & Nelson held its Welltower (WELL) position steady in Q1 2026 at 171 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #329.

Sittner & Nelson first reported a position in WELL in Q4 2020 and has held it in 22 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Sittner & Nelson held 171 shares of Welltower worth $33.8K as of Q1 2026.
Sittner & Nelson left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #329 holding.
Sittner & Nelson first reported a position in Welltower in Q4 2020 and has held it in 22 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.