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Triad Wealth Partners’s Welltower WELL Stock Holding History

Triad Wealth Partners’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 		$684K Buy
2,935
+469
+19% +$99.2K 0.04% 260
2026
Q1 		$488K Buy
2,466
+96
+4% +$19K 0.04% 280
2025
Q4 		$440K Buy
2,370
+135
+6% +$25.2K 0.04% 289
2025
Q3 		$398K Buy
2,235
+136
+6% +$22.4K 0.05% 239
2025
Q2 		$323K Sell
2,099
-33
-2% -$4.93K 0.07% 205
2025
Q1 		$327K Sell
2,132
-50
-2% -$7.12K 0.1% 148
2024
Q4 		$275K Buy
+2,182
New +$286K 0.1% 148
2024
Q3 		– Sell
-1,317
Closed -$137K – 935
2024
Q2 		$137K Buy
+1,317
New +$129K 0.07% 123

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

Triad Wealth Partners's WELL Position: Q2 2026 in Review

Triad Wealth Partners increased its Welltower (WELL) stake by 19% in Q2 2026, buying an estimated $99.2K and bringing the position to 2,935 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #260.

Triad Wealth Partners first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Triad Wealth Partners held 2,935 shares of Welltower worth $684K as of Q2 2026.
  • Triad Wealth Partners bought 469 Welltower shares in Q2 2026, an estimated $99.2K.
  • Welltower made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #260 holding.
  • Triad Wealth Partners first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.