SP
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Successful Portfolios’s Welltower WELL Stock Holding History

Successful Portfolios’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 		$258K Hold
1,113
– – 0.12% 158
2026
Q1 		$218K Hold
1,113
– – 0.12% 165
2025
Q4 		$207K Sell
1,113
-12
-1% -$2.24K 0.11% 175
2025
Q3 		$200K Buy
+1,125
New +$185K 0.12% 165

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

Successful Portfolios's WELL Position: Q2 2026 in Review

Successful Portfolios held its Welltower (WELL) position steady in Q2 2026 at 1,113 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #158.

Successful Portfolios first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Successful Portfolios held 1,113 shares of Welltower worth $258K as of Q2 2026.
  • Successful Portfolios left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.12% of Successful Portfolios's portfolio in Q2 2026, its #158 holding.
  • Successful Portfolios first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.