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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tradition Wealth Management's WELL Position: Q1 2026 in Review

Tradition Wealth Management increased its Welltower (WELL) stake by 0.96% in Q1 2026, buying an estimated $2.17K and bringing the position to 1,155 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #443.

Tradition Wealth Management first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Tradition Wealth Management held 1,155 shares of Welltower worth $228K as of Q1 2026.
  • Tradition Wealth Management bought 11 Welltower shares in Q1 2026, an estimated $2.17K.
  • Welltower made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #443 holding.
  • Tradition Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.