Tempo Wealth’s Welltower WELL Stock Holding History

Tempo 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	$462K	Buy	2,034 +13	+0.6%	+$2.75K	0.07%	156
2026 Q1	$400K	Buy	2,021 +7	+0.3%	+$1.38K	0.07%	157
2025 Q4	$374K	Buy	+2,014	New	+$376K	0.07%	157

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tempo Wealth's WELL Position: Q2 2026 in Review

Tempo Wealth increased its Welltower (WELL) stake by 0.64% in Q2 2026, buying an estimated $2.75K and bringing the position to 2,034 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #156.

Tempo Wealth first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Tempo Wealth held 2,034 shares of Welltower worth $462K as of Q2 2026.
Tempo Wealth bought 13 Welltower shares in Q2 2026, an estimated $2.75K.
Welltower made up 0.07% of Tempo Wealth's portfolio in Q2 2026, its #156 holding.
Tempo Wealth first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,585 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tempo Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.