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 Q2	$1M	Hold	4,425	–	–	0.09%	129
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 $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

Tower Bridge Advisors's WELL Position: Q2 2026 in Review

Tower Bridge Advisors held its Welltower (WELL) position steady in Q2 2026 at 4,425 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #129.

Tower Bridge Advisors first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Tower Bridge Advisors held 4,425 shares of Welltower worth $1M as of Q2 2026.
Tower Bridge Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.09% of Tower Bridge Advisors's portfolio in Q2 2026, its #129 holding.
Tower Bridge Advisors first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.