Wealthspire Advisors (New York)’s Welltower WELL Stock Holding History

Wealthspire Advisors (New York)’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	$916K	Sell	4,632 -788	-15%	-$156K	0.01%	424
2025 Q4	$1.01M	Buy	5,420 +2,068	+62%	+$386K	0.01%	424
2025 Q3	$597K	Sell	3,352 -775	-19%	-$127K	﹤0.01%	495
2025 Q2	$634K	Buy	4,127 +449	+12%	+$67.1K	﹤0.01%	481
2025 Q1	$564K	Buy	3,678 +227	+7%	+$32.3K	﹤0.01%	490
2024 Q4	$435K	Buy	3,451 +83	+2%	+$10.9K	﹤0.01%	549
2024 Q3	$431K	Buy	3,368 +1,182	+54%	+$138K	﹤0.01%	528
2024 Q2	$228K	Buy	+2,186	New	+$214K	﹤0.01%	593
2024 Q1	–	Sell	-2,360	Closed	-$213K	–	672
2023 Q4	$213K	Buy	+2,360	New	+$205K	﹤0.01%	603
2022 Q1	–	Sell	-2,962	Closed	-$254K	–	552
2021 Q4	$254K	Sell	2,962 -2,315	-44%	-$193K	0.01%	463
2021 Q3	$435K	Buy	+5,277	New	+$453K	0.01%	385
2021 Q2	–	Sell	-6,759	Closed	-$484K	–	669
2021 Q1	$484K	Buy	6,759 +967	+17%	+$64.9K	0.01%	405
2020 Q4	$374K	Buy	+5,792	New	+$352K	0.01%	369
2020 Q2	–	Sell	-6,542	Closed	-$299K	–	533
2020 Q1	$299K	Buy	+6,542	New	+$483K	0.01%	384
2019 Q1	–	Sell	-266	Closed	-$18K	–	793
2018 Q4	$18K	Buy	+266	New	+$18.1K	﹤0.01%	368

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s WELL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Welltower (WELL) stake by 15% in Q1 2026, selling an estimated $156K and leaving 4,632 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #424.

Wealthspire Advisors (New York) first reported a position in WELL in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2025. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Wealthspire Advisors (New York) held 4,632 shares of Welltower worth $916K as of Q1 2026.
Wealthspire Advisors (New York) sold 788 Welltower shares in Q1 2026, an estimated $156K.
Welltower made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #424 holding.
Wealthspire Advisors (New York) first reported a position in Welltower in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s Welltower position peaked at $1.01M in Q4 2025.
1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.