Tower Bridge Advisors’s Welltower WELL Stock Holding History

Tower Bridge Advisors’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	$875K	Hold	4,425	–	–	0.08%	130
2025 Q4	$821K	Hold	4,425	–	–	0.08%	117
2025 Q3	$788K	Hold	4,425	–	–	0.08%	118
2025 Q2	$680K	Sell	4,425 -425	-9%	-$63.5K	0.07%	126
2025 Q1	$743K	Hold	4,850	–	–	0.08%	120
2024 Q4	$611K	Hold	4,850	–	–	0.07%	128
2024 Q3	$621K	Hold	4,850	–	–	0.06%	131
2024 Q2	$506K	Hold	4,850	–	–	0.06%	140
2024 Q1	$453K	Hold	4,850	–	–	0.05%	157
2023 Q4	$437K	Hold	4,850	–	–	0.04%	175
2023 Q3	$397K	Hold	4,850	–	–	0.04%	173
2023 Q2	$392K	Hold	4,850	–	–	0.04%	160
2023 Q1	$348K	Hold	4,850	–	–	0.03%	197
2022 Q4	$318K	Hold	4,850	–	–	0.03%	203
2022 Q3	$312K	Hold	4,850	–	–	0.03%	198
2022 Q2	$399K	Hold	4,850	–	–	0.03%	191
2022 Q1	$466K	Hold	4,850	–	–	0.03%	196
2021 Q4	$416K	Hold	4,850	–	–	0.03%	206
2021 Q3	$400K	Hold	4,850	–	–	0.03%	208
2021 Q2	$403K	Hold	4,850	–	–	0.03%	196
2021 Q1	$347K	Sell	4,850 -700	-13%	-$47K	0.03%	198
2020 Q4	$359K	Buy	+5,550	New	+$337K	0.03%	191

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tower Bridge Advisors's WELL Position: Q1 2026 in Review

Tower Bridge Advisors held its Welltower (WELL) position steady in Q1 2026 at 4,425 shares worth $875K. The position accounts for 0.08% of the portfolio, ranked #130.

Tower Bridge Advisors first reported a position in WELL in Q4 2020 and has held it in 22 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Tower Bridge Advisors held 4,425 shares of Welltower worth $875K as of Q1 2026.
Tower Bridge Advisors left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.08% of Tower Bridge Advisors's portfolio in Q1 2026, its #130 holding.
Tower Bridge Advisors first reported a position in Welltower in Q4 2020 and has held it in 22 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.