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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
Q2 		$215K Sell
949
-178
-16% -$37.6K 0.02% 273
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 $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

TritonPoint Wealth's WELL Position: Q2 2026 in Review

TritonPoint Wealth reduced its Welltower (WELL) stake by 16% in Q2 2026, selling an estimated $37.6K and leaving 949 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #273.

TritonPoint Wealth first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q1 2026. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • TritonPoint Wealth held 949 shares of Welltower worth $215K as of Q2 2026.
  • TritonPoint Wealth sold 178 Welltower shares in Q2 2026, an estimated $37.6K.
  • Welltower made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #273 holding.
  • TritonPoint Wealth first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • TritonPoint Wealth's Welltower position peaked at $223K in Q1 2026.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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