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VestGen Advisors’s Welltower WELL Stock Holding History

VestGen 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
Q1 		$1.74M Buy
7,996
+6,264
+362% +$1.24M 0.05% 328
2025
Q4 		$321K Sell
1,732
-543
-24% -$101K 0.01% 581
2025
Q3 		$405K Buy
2,275
+717
+46% +$118K 0.01% 526
2025
Q2 		$240K Sell
1,558
-109
-7% -$16.3K 0.01% 541
2025
Q1 		$255K Buy
+1,667
New +$238K 0.01% 498

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VestGen Advisors's WELL Position: Q1 2026 in Review

VestGen Advisors increased its Welltower (WELL) stake by 362% in Q1 2026, buying an estimated $1.24M and bringing the position to 7,996 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #328.

VestGen Advisors first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • VestGen Advisors held 7,996 shares of Welltower worth $1.74M as of Q1 2026.
  • VestGen Advisors bought 6,264 Welltower shares in Q1 2026, an estimated $1.24M.
  • Welltower made up 0.05% of VestGen Advisors's portfolio in Q1 2026, its #328 holding.
  • VestGen Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.