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Southland Equity Partners’s Welltower WELL Stock Holding History

Southland Equity Partners’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 		$874K Buy
3,852
+9
+0.2% +$1.9K 0.15% 110
2026
Q1 		$760K Sell
3,843
-104
-3% -$20.6K 0.15% 113
2025
Q4 		$733K Buy
3,947
+29
+0.7% +$5.42K 0.14% 113
2025
Q3 		$698K Buy
3,918
+7
+0.2% +$1.15K 0.14% 109
2025
Q2 		$601K Sell
3,911
-364
-9% -$54.4K 0.13% 110
2025
Q1 		$655K Sell
4,275
-93
-2% -$13.3K 0.15% 102
2024
Q4 		$550K Buy
4,368
+692
+19% +$90.8K 0.13% 114
2024
Q3 		$471K Sell
3,676
-46
-1% -$5.37K 0.11% 122
2024
Q2 		$388K Sell
3,722
-890
-19% -$87.2K 0.11% 120
2024
Q1 		$431K Buy
4,612
+230
+5% +$20.8K 0.12% 121
2023
Q4 		$395K Sell
4,382
-73
-2% -$6.33K 0.12% 113
2023
Q3 		$365K Buy
4,455
+31
+0.7% +$2.55K 0.13% 112
2023
Q2 		$358K Buy
4,424
+588
+15% +$45.3K 0.12% 111
2023
Q1 		$275K Buy
3,836
+20
+0.5% +$1.45K 0.11% 143
2022
Q4 		$250K Buy
3,816
+59
+2% +$3.79K 0.1% 147
2022
Q3 		$242K Sell
3,757
-75
-2% -$5.86K 0.12% 130
2022
Q2 		$316K Hold
3,832
– – 0.14% 109
2022
Q1 		$368K Buy
3,832
+50
+1% +$4.34K 0.15% 99
2021
Q4 		$324K Sell
3,782
-185
-5% -$15.4K 0.13% 115
2021
Q3 		$327K Buy
3,967
+125
+3% +$10.7K 0.15% 106
2021
Q2 		$319K Buy
3,842
+100
+3% +$7.66K 0.15% 104
2021
Q1 		$268K Sell
3,742
-3
-0.1% -$201 0.15% 115
2020
Q4 		$242K Buy
+3,745
New +$227K 0.16% 104

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

Southland Equity Partners's WELL Position: Q2 2026 in Review

Southland Equity Partners increased its Welltower (WELL) stake by 0.23% in Q2 2026, buying an estimated $1.9K and bringing the position to 3,852 shares worth $874K. The position accounts for 0.15% of the portfolio, ranked #110.

Southland Equity Partners first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Southland Equity Partners held 3,852 shares of Welltower worth $874K as of Q2 2026.
  • Southland Equity Partners bought 9 Welltower shares in Q2 2026, an estimated $1.9K.
  • Welltower made up 0.15% of Southland Equity Partners's portfolio in Q2 2026, its #110 holding.
  • Southland Equity Partners first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.