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Spire Wealth Management’s Welltower WELL Stock Holding History

Spire Wealth 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 		$5.78M Sell
25,459
-2
-0% -$423 0.17% 124
2026
Q1 		$5.03M Sell
25,461
-1,872
-7% -$370K 0.17% 126
2025
Q4 		$5.07M Buy
27,333
+23,147
+553% +$4.32M 0.17% 119
2025
Q3 		$746K Buy
4,186
+4,026
+2,516% +$662K 0.03% 436
2025
Q2 		$24.6K Sell
160
-314
-66% -$46.9K ﹤0.01% 1443
2025
Q1 		$72.6K Sell
474
-7
-1% -$997 ﹤0.01% 1160
2024
Q4 		$60.6K Buy
481
+16
+3% +$2.1K ﹤0.01% 1212
2024
Q3 		$59.5K Buy
465
+2
+0.4% +$233 ﹤0.01% 1079
2024
Q2 		$48.3K Sell
463
-1,234
-73% -$121K ﹤0.01% 1135
2024
Q1 		$159K Buy
1,697
+27
+2% +$2.44K ﹤0.01% 840
2023
Q4 		$150K Sell
1,670
-157
-9% -$13.6K 0.01% 853
2023
Q3 		$150K Buy
1,827
+25
+1% +$2.06K 0.01% 807
2023
Q2 		$146K Sell
1,802
-121
-6% -$9.32K 0.01% 833
2023
Q1 		$138K Buy
1,923
+990
+106% +$71.8K 0.01% 858
2022
Q4 		$61K Buy
933
+1
+0.1% +$64 ﹤0.01% 921
2022
Q3 		$60K Sell
932
-1,940
-68% -$152K ﹤0.01% 891
2022
Q2 		$236K Sell
2,872
-1,957
-41% -$174K 0.01% 706
2022
Q1 		$464K Sell
4,829
-748
-13% -$65K 0.01% 598
2021
Q4 		$478K Buy
5,577
+249
+5% +$20.8K 0.01% 717
2021
Q3 		$439K Buy
5,328
+509
+11% +$43.7K 0.01% 636
2021
Q2 		$401K Sell
4,819
-2,811
-37% -$215K 0.01% 683
2021
Q1 		$548K Buy
+7,630
New +$512K 0.01% 642

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

Spire Wealth Management's WELL Position: Q2 2026 in Review

Spire Wealth Management reduced its Welltower (WELL) stake by 0.01% in Q2 2026, selling an estimated $423 and leaving 25,459 shares worth $5.78M. The position accounts for 0.17% of the portfolio, ranked #124.

Spire Wealth Management first reported a position in WELL in Q1 2021 and has held it in 22 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Spire Wealth Management held 25,459 shares of Welltower worth $5.78M as of Q2 2026.
  • Spire Wealth Management sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Spire Wealth Management first reported a position in Welltower in Q1 2021 and has held it in 22 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.