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Twin Peaks Wealth Advisors’s Welltower WELL Stock Holding History

Twin Peaks 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 		– Sell
-658
Closed -$130K – 2197
2026
Q1 		$130K Buy
+658
New +$130K 0.03% 238
2025
Q3 		– Sell
-510
Closed -$84K – 2124
2025
Q2 		$84K Buy
+510
New +$76.2K 0.03% 261

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

Twin Peaks Wealth Advisors's WELL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 658 shares — an estimated $130K sold.

Twin Peaks Wealth Advisors first reported a position in WELL in Q2 2025 and held it in 2 quarters. The position peaked at $130K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 658 Welltower shares in Q2 2026, an estimated $130K.
  • Twin Peaks Wealth Advisors first reported a position in Welltower in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Welltower position peaked at $130K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.