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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
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 $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

TD Private Client Wealth's WELL Position: Q1 2026 in Review

TD Private Client Wealth increased its Welltower (WELL) stake by 20% in Q1 2026, buying an estimated $127K and bringing the position to 3,834 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #416.

TD Private Client Wealth first reported a position in WELL in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.4M in Q4 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • TD Private Client Wealth held 3,834 shares of Welltower worth $758K as of Q1 2026.
  • TD Private Client Wealth bought 645 Welltower shares in Q1 2026, an estimated $127K.
  • Welltower made up 0.02% of TD Private Client Wealth's portfolio in Q1 2026, its #416 holding.
  • TD Private Client Wealth first reported a position in Welltower in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Welltower position peaked at $6.4M in Q4 2019.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.