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Wealth Watch Advisors’s Welltower WELL Stock Holding History

Wealth Watch 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 		– Sell
-22
Closed -$4.08K – 876
2025
Q4 		$4.08K Buy
22
+7
+47% +$1.31K ﹤0.01% 548
2025
Q3 		$2.67K Buy
+15
New +$2.47K ﹤0.01% 604

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 Watch Advisors's WELL Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Welltower (WELL) in Q1 2026, closing a stake of 22 shares — an estimated $4.08K sold.

Wealth Watch Advisors first reported a position in WELL in Q3 2025 and held it in 2 quarters. The position peaked at $4.08K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 22 Welltower shares in Q1 2026, an estimated $4.08K.
  • Wealth Watch Advisors first reported a position in Welltower in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Welltower position peaked at $4.08K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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