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Wealth Alliance’s Welltower WELL Stock Holding History

Wealth Alliance’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 		$350K Sell
1,770
-288
-14% -$56.9K 0.03% 390
2025
Q4 		$382K Buy
2,058
+25
+1% +$4.67K 0.04% 375
2025
Q3 		$362K Buy
2,033
+39
+2% +$6.41K 0.04% 373
2025
Q2 		$306K Sell
1,994
-58
-3% -$8.67K 0.03% 403
2025
Q1 		$314K Buy
2,052
+159
+8% +$22.7K 0.04% 382
2024
Q4 		$239K Sell
1,893
-92
-5% -$12.1K 0.03% 443
2024
Q3 		$254K Sell
1,985
-95
-5% -$11.1K 0.03% 441
2024
Q2 		$217K Buy
+2,080
New +$204K 0.03% 464

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

Wealth Alliance's WELL Position: Q1 2026 in Review

Wealth Alliance reduced its Welltower (WELL) stake by 14% in Q1 2026, selling an estimated $56.9K and leaving 1,770 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #390.

Wealth Alliance first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. The position peaked at $382K in Q4 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Wealth Alliance held 1,770 shares of Welltower worth $350K as of Q1 2026.
  • Wealth Alliance sold 288 Welltower shares in Q1 2026, an estimated $56.9K.
  • Welltower made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #390 holding.
  • Wealth Alliance first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • Wealth Alliance's Welltower position peaked at $382K in Q4 2025.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.