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TritonPoint Wealth’s Welltower WELL Stock Holding History

TritonPoint Wealth’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 		$223K Buy
1,127
+44
+4% +$8.7K 0.02% 255
2025
Q4 		$201K Sell
1,083
-117
-10% -$21.9K 0.02% 271
2025
Q3 		$214K Buy
+1,200
New +$197K 0.02% 336

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

TritonPoint Wealth's WELL Position: Q1 2026 in Review

TritonPoint Wealth increased its Welltower (WELL) stake by 4.1% in Q1 2026, buying an estimated $8.7K and bringing the position to 1,127 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #255.

TritonPoint Wealth first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • TritonPoint Wealth held 1,127 shares of Welltower worth $223K as of Q1 2026.
  • TritonPoint Wealth bought 44 Welltower shares in Q1 2026, an estimated $8.7K.
  • Welltower made up 0.02% of TritonPoint Wealth's portfolio in Q1 2026, its #255 holding.
  • TritonPoint Wealth first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.