Smallwood Wealth Investment Management’s Welltower WELL Stock Holding History

Smallwood Wealth Investment 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	$44.3K	Sell	195 -12	-6%	-$2.54K	0.02%	202
2026 Q1	$40.9K	Hold	207	–	–	0.02%	194
2025 Q4	$38.4K	Buy	207 +12	+6%	+$2.24K	0.02%	198
2025 Q3	$34.7K	Buy	195 +10	+5%	+$1.64K	0.02%	217
2025 Q2	$28.4K	Hold	185	–	–	0.02%	221
2025 Q1	$28.3K	Buy	+185	New	+$26.4K	0.02%	214

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Smallwood Wealth Investment Management's WELL Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Welltower (WELL) stake by 5.8% in Q2 2026, selling an estimated $2.54K and leaving 195 shares worth $44.3K. The position accounts for 0.02% of the portfolio, ranked #202.

Smallwood Wealth Investment Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Smallwood Wealth Investment Management held 195 shares of Welltower worth $44.3K as of Q2 2026.
Smallwood Wealth Investment Management sold 12 Welltower shares in Q2 2026, an estimated $2.54K.
Welltower made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #202 holding.
Smallwood Wealth Investment Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.