TWP
WELL icon

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
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 $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

Triad Wealth Partners's WELL Position: Q1 2026 in Review

Triad Wealth Partners increased its Welltower (WELL) stake by 4.1% in Q1 2026, buying an estimated $19K and bringing the position to 2,466 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #280.

Triad Wealth Partners first reported a position in WELL in Q2 2024 and has held it in 7 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Triad Wealth Partners held 2,466 shares of Welltower worth $488K as of Q1 2026.
  • Triad Wealth Partners bought 96 Welltower shares in Q1 2026, an estimated $19K.
  • Welltower made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #280 holding.
  • Triad Wealth Partners first reported a position in Welltower in Q2 2024 and has held it in 7 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.