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Valued Retirements’s Welltower WELL Stock Holding History

Valued Retirements’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 		$962K Buy
4,238
+266
+7% +$56.2K 0.86% 30
2026
Q1 		$785K Buy
3,972
+484
+14% +$95.6K 0.77% 32
2025
Q4 		$647K Buy
3,488
+584
+20% +$109K 0.63% 38
2025
Q3 		$446K Hold
2,904
– – 0.5% 53
2025
Q2 		$446K Buy
2,904
+1,096
+61% +$164K 0.5% 53
2025
Q1 		$277K Buy
1,808
+18
+1% +$2.56K 0.36% 59
2024
Q4 		$226K Hold
1,790
– – 0.3% 71
2024
Q3 		$229K Buy
+1,790
New +$209K 0.32% 70

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

Valued Retirements's WELL Position: Q2 2026 in Review

Valued Retirements increased its Welltower (WELL) stake by 6.7% in Q2 2026, buying an estimated $56.2K and bringing the position to 4,238 shares worth $962K. The position accounts for 0.86% of the portfolio, ranked #30.

Valued Retirements first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Valued Retirements held 4,238 shares of Welltower worth $962K as of Q2 2026.
  • Valued Retirements bought 266 Welltower shares in Q2 2026, an estimated $56.2K.
  • Welltower made up 0.86% of Valued Retirements's portfolio in Q2 2026, its #30 holding.
  • Valued Retirements first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.