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WELL icon

Sunbelt Securities’s Welltower WELL Stock Holding History

Sunbelt Securities’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 		$48.3K Hold
244
– – ﹤0.01% 1034
2025
Q4 		$45.2K Buy
244
+38
+18% +$7.1K ﹤0.01% 1020
2025
Q3 		$36.8K Sell
206
-20
-9% -$3.29K ﹤0.01% 1087
2025
Q2 		$28.5K Buy
226
+100
+79% +$14.9K ﹤0.01% 1078
2025
Q1 		$19.3K Sell
126
-100
-44% -$14.2K ﹤0.01% 1129
2024
Q4 		$28.2K Buy
226
+17
+8% +$2.23K ﹤0.01% 1079
2024
Q3 		$26.8K Sell
209
-146
-41% -$17K ﹤0.01% 1092
2024
Q2 		$37K Buy
355
+2
+0.6% +$196 ﹤0.01% 980
2024
Q1 		$33K Buy
353
+3
+0.9% +$272 ﹤0.01% 971
2023
Q4 		$31.6K Buy
350
+2
+0.6% +$174 ﹤0.01% 909
2023
Q3 		$28.5K Buy
348
+3
+0.9% +$247 ﹤0.01% 924
2023
Q2 		$27.9K Buy
345
+2
+0.6% +$154 ﹤0.01% 937
2023
Q1 		$24.3K Buy
+343
New +$24.9K ﹤0.01% 905
2020
Q1 		– Sell
-2,913
Closed -$238K – 658
2019
Q4 		$238K Buy
2,913
+2
+0.1% +$171 0.03% 495
2019
Q3 		$264K Buy
+2,911
New +$253K 0.03% 447

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sunbelt Securities's WELL Position: Q1 2026 in Review

Sunbelt Securities held its Welltower (WELL) position steady in Q1 2026 at 244 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Sunbelt Securities first reported a position in WELL in Q3 2019 and has held it in 15 quarters since. The position peaked at $264K in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sunbelt Securities held 244 shares of Welltower worth $48.3K as of Q1 2026.
  • Sunbelt Securities left its Welltower share count unchanged in Q1 2026.
  • Welltower made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1034 holding.
  • Sunbelt Securities first reported a position in Welltower in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's Welltower position peaked at $264K in Q3 2019.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.