TPCW
WELL icon

TD Private Client Wealth’s Welltower WELL Stock Holding History

TD Private Client Wealth’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 		$868K Sell
3,823
-11
-0.3% -$2.33K 0.02% 393
2026
Q1 		$758K Buy
3,834
+645
+20% +$127K 0.02% 416
2025
Q4 		$592K Buy
3,189
+15
+0.5% +$2.8K 0.01% 443
2025
Q3 		$565K Buy
3,174
+250
+9% +$41.1K 0.01% 456
2025
Q2 		$450K Buy
2,924
+993
+51% +$148K 0.01% 487
2025
Q1 		$296K Buy
1,931
+390
+25% +$55.6K 0.01% 532
2024
Q4 		$194K Sell
1,541
-46
-3% -$6.04K 0.01% 608
2024
Q3 		$203K Buy
1,587
+37
+2% +$4.32K 0.01% 596
2024
Q2 		$162K Buy
1,550
+97
+7% +$9.51K 0.01% 601
2024
Q1 		$136K Buy
1,453
+75
+5% +$6.79K ﹤0.01% 644
2023
Q4 		$124K Sell
1,378
-1,644
-54% -$143K ﹤0.01% 643
2023
Q3 		$248K Sell
3,022
-3,912
-56% -$322K 0.01% 510
2023
Q2 		$561K Sell
6,934
-1,203
-15% -$92.7K 0.02% 424
2023
Q1 		$583K Sell
8,137
-23
-0.3% -$1.67K 0.03% 408
2022
Q4 		$535K Buy
8,160
+732
+10% +$47.1K 0.03% 413
2022
Q3 		$478K Buy
7,428
+176
+2% +$13.8K 0.02% 409
2022
Q2 		$597K Sell
7,252
-303
-4% -$27K 0.03% 387
2022
Q1 		$726K Buy
7,555
+555
+8% +$48.2K 0.03% 378
2021
Q4 		$600K Sell
7,000
-61
-0.9% -$5.08K 0.02% 396
2021
Q3 		$582K Sell
7,061
-528
-7% -$45.4K 0.02% 387
2021
Q2 		$631K Sell
7,589
-273
-3% -$20.9K 0.03% 381
2021
Q1 		$563K Sell
7,862
-2,736
-26% -$184K 0.03% 374
2020
Q4 		$685K Sell
10,598
-1,002
-9% -$60.8K 0.03% 340
2020
Q3 		$639K Sell
11,600
-1,480
-11% -$81.3K 0.04% 332
2020
Q2 		$677K Sell
13,080
-73,153
-85% -$3.6M 0.04% 329
2020
Q1 		$3.95M Buy
86,233
+7,952
+10% +$587K 0.28% 82
2019
Q4 		$6.4M Buy
+78,281
New +$6.7M 0.38% 58

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

TD Private Client Wealth's WELL Position: Q2 2026 in Review

TD Private Client Wealth reduced its Welltower (WELL) stake by 0.29% in Q2 2026, selling an estimated $2.33K and leaving 3,823 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #393.

TD Private Client Wealth first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.4M in Q4 2019. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • TD Private Client Wealth held 3,823 shares of Welltower worth $868K as of Q2 2026.
  • TD Private Client Wealth sold 11 Welltower shares in Q2 2026, an estimated $2.33K.
  • Welltower made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #393 holding.
  • TD Private Client Wealth first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Welltower position peaked at $6.4M in Q4 2019.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.