Smartleaf Asset Management’s Welltower WELL Stock Holding History

Smartleaf Asset 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	$1.59M	Buy	8,160 +883	+12%	+$174K	0.06%	295
2025 Q4	$1.37M	Buy	7,277 +338	+5%	+$63.1K	0.05%	310
2025 Q3	$1.22M	Buy	6,939 +1,868	+37%	+$307K	0.08%	275
2025 Q2	$771K	Sell	5,071 -735	-13%	-$110K	0.07%	295
2025 Q1	$891K	Sell	5,806 -37	-0.6%	-$5.27K	0.09%	256
2024 Q4	$730K	Buy	5,843 +897	+18%	+$118K	0.07%	269
2024 Q3	$629K	Buy	4,946 +1,369	+38%	+$160K	0.08%	264
2024 Q2	$370K	Buy	3,577 +675	+23%	+$66.2K	0.06%	288
2024 Q1	$269K	Buy	2,902 +707	+32%	+$64K	0.05%	304
2023 Q4	$200K	Buy	+2,195	New	+$190K	0.05%	314

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

Smartleaf Asset Management's WELL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Welltower (WELL) stake by 12% in Q1 2026, buying an estimated $174K and bringing the position to 8,160 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #295.

Smartleaf Asset Management first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Smartleaf Asset Management held 8,160 shares of Welltower worth $1.59M as of Q1 2026.
Smartleaf Asset Management bought 883 Welltower shares in Q1 2026, an estimated $174K.
Welltower made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #295 holding.
Smartleaf Asset Management first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.