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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthCollab's WELL Position: Q1 2026 in Review

WealthCollab held its Welltower (WELL) position steady in Q1 2026 at 29 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

WealthCollab first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

WealthCollab held 29 shares of Welltower worth $5.73K as of Q1 2026.
WealthCollab left its Welltower share count unchanged in Q1 2026.
Welltower made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #655 holding.
WealthCollab first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.