SWP
WELL icon

Strategic Wealth Partners’s Welltower WELL Stock Holding History

Strategic Wealth 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 		$383K Buy
1,687
+137
+9% +$29K 0.02% 227
2026
Q1 		$306K Sell
1,550
-7
-0.4% -$1.38K 0.02% 251
2025
Q4 		$289K Hold
1,557
– – 0.02% 268
2025
Q3 		$277K Sell
1,557
-1,010
-39% -$166K 0.02% 293
2025
Q2 		$395K Buy
+2,567
New +$384K 0.03% 240
2024
Q4 		$393K Sell
2,593
-69
-3% -$9.06K 0.03% 229
2024
Q3 		$341K Sell
2,662
-56
-2% -$6.53K 0.03% 239
2024
Q2 		$283K Buy
+2,718
New +$266K 0.03% 249
2019
Q4 		– Sell
-1,002
Closed -$89 – 510
2019
Q3 		$89 Hold
1,002
– – ﹤0.01% 274
2019
Q2 		$81K Sell
1,002
-1,505
-60% -$118K 0.04% 196
2019
Q1 		$193K Sell
2,507
-591
-19% -$44.3K 0.09% 140
2018
Q4 		$223K Sell
3,098
-171
-5% -$11.6K 0.11% 122
2018
Q3 		$210K Sell
3,269
-607
-16% -$39.2K 0.11% 124
2018
Q2 		$243K Sell
3,876
-16,356
-81% -$911K 0.14% 124
2018
Q1 		$1.1M Sell
20,232
-3,543
-15% -$200K 0.57% 52
2017
Q4 		$1.62M Buy
+23,775
New +$1.6M 0.9% 27

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

Strategic Wealth Partners's WELL Position: Q2 2026 in Review

Strategic Wealth Partners increased its Welltower (WELL) stake by 8.8% in Q2 2026, buying an estimated $29K and bringing the position to 1,687 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #227.

Strategic Wealth Partners first reported a position in WELL in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.62M in Q4 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Strategic Wealth Partners held 1,687 shares of Welltower worth $383K as of Q2 2026.
  • Strategic Wealth Partners bought 137 Welltower shares in Q2 2026, an estimated $29K.
  • Welltower made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #227 holding.
  • Strategic Wealth Partners first reported a position in Welltower in Q4 2017 and has held it in 16 quarters since.
  • Strategic Wealth Partners's Welltower position peaked at $1.62M in Q4 2017.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.