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Turning Point Benefit Group’s Welltower WELL Stock Holding History

Turning Point Benefit Group’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 		$220K Buy
+970
New +$205K 0.09% 107
2026
Q1 		– Sell
-817
Closed -$152K – 792
2025
Q4 		$152K Buy
817
+106
+15% +$19.8K 0.08% 105
2025
Q3 		$128K Buy
+711
New +$117K 0.08% 107

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

Turning Point Benefit Group's WELL Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in Welltower (WELL) in Q2 2026: 970 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in WELL as recently as Q4 2025.

Turning Point Benefit Group first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Turning Point Benefit Group held 970 shares of Welltower worth $220K as of Q2 2026.
  • Welltower was a new Turning Point Benefit Group position in Q2 2026.
  • Welltower made up 0.09% of Turning Point Benefit Group's portfolio in Q2 2026, its #107 holding.
  • Turning Point Benefit Group first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.