TWD
WELL icon

True Wealth Design’s Welltower WELL Stock Holding History

True Wealth Design’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 		$62.6K Sell
276
-15
-5% -$3.17K 0.01% 408
2026
Q1 		$57.5K Buy
291
+28
+11% +$5.53K 0.02% 362
2025
Q4 		$48.8K Sell
263
-110
-29% -$20.5K 0.01% 341
2025
Q3 		$66.5K Buy
373
+357
+2,231% +$58.7K 0.02% 254
2025
Q2 		$2.49K Hold
16
– – ﹤0.01% 1090
2025
Q1 		$2.48K Buy
16
+10
+167% +$1.43K ﹤0.01% 932
2024
Q4 		$778 Buy
+6
New +$788 ﹤0.01% 1002

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

True Wealth Design's WELL Position: Q2 2026 in Review

True Wealth Design reduced its Welltower (WELL) stake by 5.2% in Q2 2026, selling an estimated $3.17K and leaving 276 shares worth $62.6K. The position accounts for 0.01% of the portfolio, ranked #408.

True Wealth Design first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.5K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • True Wealth Design held 276 shares of Welltower worth $62.6K as of Q2 2026.
  • True Wealth Design sold 15 Welltower shares in Q2 2026, an estimated $3.17K.
  • Welltower made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #408 holding.
  • True Wealth Design first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Welltower position peaked at $66.5K in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.