Wealth Enhancement Trust Services’s Welltower WELL Stock Holding History

Wealth Enhancement Trust Services’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	$2.03M	Sell	8,962 -451	-5%	-$95.3K	0.23%	93
2026 Q1	$1.86M	Buy	9,413 +560	+6%	+$111K	0.23%	91
2025 Q4	$1.64M	Buy	+8,853	New	+$1.65M	0.21%	91

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Trust Services's WELL Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Welltower (WELL) stake by 4.8% in Q2 2026, selling an estimated $95.3K and leaving 8,962 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #93.

Wealth Enhancement Trust Services first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wealth Enhancement Trust Services held 8,962 shares of Welltower worth $2.03M as of Q2 2026.
Wealth Enhancement Trust Services sold 451 Welltower shares in Q2 2026, an estimated $95.3K.
Welltower made up 0.23% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #93 holding.
Wealth Enhancement Trust Services first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.