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SMART Wealth’s Welltower WELL Stock Holding History

SMART 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 		$456K Buy
+2,010
New +$425K 0.1% 162
2025
Q3 		– Sell
-3,388
Closed -$521K – 181
2025
Q2 		$521K Buy
3,388
+706
+26% +$106K 0.16% 105
2025
Q1 		$411K Buy
+2,682
New +$382K 0.15% 107

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SMART Wealth's WELL Position: Q2 2026 in Review

SMART Wealth opened a new position in Welltower (WELL) in Q2 2026: 2,010 shares worth $456K. The stake represents 0.1% of the portfolio and ranks #162 among its holdings. This is a return to the name: SMART Wealth previously reported a position in WELL as recently as Q2 2025.

SMART Wealth first reported a position in WELL in Q1 2025 and has held it in 3 quarters since. The position peaked at $521K in Q2 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • SMART Wealth held 2,010 shares of Welltower worth $456K as of Q2 2026.
  • Welltower was a new SMART Wealth position in Q2 2026.
  • Welltower made up 0.1% of SMART Wealth's portfolio in Q2 2026, its #162 holding.
  • SMART Wealth first reported a position in Welltower in Q1 2025 and has held it in 3 quarters since.
  • SMART Wealth's Welltower position peaked at $521K in Q2 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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