WealthCollab’s Welltower WELL Stock Holding History

WealthCollab’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	$6.58K	Hold	29	–	–	﹤0.01%	663
2026 Q1	$5.73K	Hold	29	–	–	﹤0.01%	655
2025 Q4	$5.38K	Hold	29	–	–	﹤0.01%	711
2025 Q3	$5.17K	Buy	29 +16	+123%	+$2.63K	﹤0.01%	669
2025 Q2	$2K	Buy	+13	New	+$1.94K	﹤0.01%	813

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthCollab's WELL Position: Q2 2026 in Review

WealthCollab held its Welltower (WELL) position steady in Q2 2026 at 29 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

WealthCollab first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

WealthCollab held 29 shares of Welltower worth $6.58K as of Q2 2026.
WealthCollab left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #663 holding.
WealthCollab first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.