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WealthShield Partners’s Welltower WELL Stock Holding History

WealthShield Partners’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 		$334K Sell
1,687
-3
-0.2% -$593 0.04% 281
2025
Q4 		$314K Buy
+1,690
New +$316K 0.03% 284
2021
Q3 		– Sell
-541
Closed -$46K – 745
2021
Q2 		$46K Buy
541
+37
+7% +$2.83K 0.01% 493
2021
Q1 		$36K Buy
+504
New +$33.8K 0.01% 528

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

WealthShield Partners's WELL Position: Q1 2026 in Review

WealthShield Partners reduced its Welltower (WELL) stake by 0.18% in Q1 2026, selling an estimated $593 and leaving 1,687 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #281.

WealthShield Partners first reported a position in WELL in Q1 2021 and has held it in 4 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • WealthShield Partners held 1,687 shares of Welltower worth $334K as of Q1 2026.
  • WealthShield Partners sold 3 Welltower shares in Q1 2026, an estimated $593.
  • Welltower made up 0.04% of WealthShield Partners's portfolio in Q1 2026, its #281 holding.
  • WealthShield Partners first reported a position in Welltower in Q1 2021 and has held it in 4 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.