Turtle Creek Wealth Advisors’s Welltower WELL Stock Holding History

Turtle Creek Wealth Advisors’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	$903K	Sell	3,980 -60	-1%	-$12.7K	0.05%	172
2026 Q1	$799K	Buy	4,040 +552	+16%	+$109K	0.06%	161
2025 Q4	$647K	Buy	3,488 +455	+15%	+$85K	0.05%	204
2025 Q3	$540K	Buy	3,033 +1,581	+109%	+$260K	0.05%	202
2025 Q2	$223K	Buy	+1,452	New	+$217K	0.03%	251
2024 Q1	–	Sell	-545	Closed	-$49.1K	–	812
2023 Q4	$49.1K	Buy	+545	New	+$47.3K	0.01%	270

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Turtle Creek Wealth Advisors's WELL Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Welltower (WELL) stake by 1.5% in Q2 2026, selling an estimated $12.7K and leaving 3,980 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #172.

Turtle Creek Wealth Advisors first reported a position in WELL in Q4 2023 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Turtle Creek Wealth Advisors held 3,980 shares of Welltower worth $903K as of Q2 2026.
Turtle Creek Wealth Advisors sold 60 Welltower shares in Q2 2026, an estimated $12.7K.
Welltower made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Turtle Creek Wealth Advisors first reported a position in Welltower in Q4 2023 and has held it in 6 quarters since.
742 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.