TopTier Wealth Management’s Welltower WELL Stock Holding History

TopTier Wealth Management’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	–	Sell	-9	Closed	-$1.78K	–	738
2026 Q1	$1.78K	Buy	+9	New	+$1.78K	﹤0.01%	422

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

TopTier Wealth Management's WELL Position: Q2 2026 in Review

TopTier Wealth Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 9 shares — an estimated $1.78K sold.

TopTier Wealth Management first reported a position in WELL in Q1 2026 and held it in 1 quarter. The position peaked at $1.78K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

TopTier Wealth Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 9 Welltower shares in Q2 2026, an estimated $1.78K.
TopTier Wealth Management first reported a position in Welltower in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Welltower position peaked at $1.78K in Q1 2026.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.