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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
Q2 		$328K Sell
1,446
-241
-14% -$51K 0.05% 184
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthShield Partners's WELL Position: Q2 2026 in Review

WealthShield Partners reduced its Welltower (WELL) stake by 14% in Q2 2026, selling an estimated $51K and leaving 1,446 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #184.

WealthShield Partners first reported a position in WELL in Q1 2021 and has held it in 5 quarters since. The position peaked at $334K in Q1 2026. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • WealthShield Partners held 1,446 shares of Welltower worth $328K as of Q2 2026.
  • WealthShield Partners sold 241 Welltower shares in Q2 2026, an estimated $51K.
  • Welltower made up 0.05% of WealthShield Partners's portfolio in Q2 2026, its #184 holding.
  • WealthShield Partners first reported a position in Welltower in Q1 2021 and has held it in 5 quarters since.
  • WealthShield Partners's Welltower position peaked at $334K in Q1 2026.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.