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Wealth Preservation Advisors’s Welltower WELL Stock Holding History

Wealth Preservation 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 		$29.7K Sell
150
-31
-17% -$6.13K 0.02% 253
2025
Q4 		$33.6K Buy
181
+9
+5% +$1.68K 0.02% 218
2025
Q3 		$30.6K Sell
172
-1
-0.6% -$164 0.02% 223
2025
Q2 		$26.6K Hold
173
– – 0.02% 228
2025
Q1 		$26.5K Buy
+173
New +$24.6K 0.02% 233

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 Preservation Advisors's WELL Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Welltower (WELL) stake by 17% in Q1 2026, selling an estimated $6.13K and leaving 150 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #253.

Wealth Preservation Advisors first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $33.6K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Wealth Preservation Advisors held 150 shares of Welltower worth $29.7K as of Q1 2026.
  • Wealth Preservation Advisors sold 31 Welltower shares in Q1 2026, an estimated $6.13K.
  • Welltower made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #253 holding.
  • Wealth Preservation Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Welltower position peaked at $33.6K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.