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Tradition Wealth Management’s Welltower WELL Stock Holding History

Tradition 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 		$280K Buy
1,233
+78
+7% +$16.5K 0.02% 428
2026
Q1 		$228K Buy
1,155
+11
+1% +$2.17K 0.02% 443
2025
Q4 		$212K Buy
1,144
+21
+2% +$3.92K 0.02% 454
2025
Q3 		$200K Buy
+1,123
New +$185K 0.01% 458

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Tradition Wealth Management increased its Welltower (WELL) stake by 6.8% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,233 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #428.

Tradition Wealth Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Tradition Wealth Management held 1,233 shares of Welltower worth $280K as of Q2 2026.
  • Tradition Wealth Management bought 78 Welltower shares in Q2 2026, an estimated $16.5K.
  • Welltower made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #428 holding.
  • Tradition Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.