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Werba Rubin Papier Wealth Management’s Welltower WELL Stock Holding History

Werba Rubin Papier Wealth Management’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 		$221K Buy
+976
New +$206K 0.03% 275
2026
Q1 		– Sell
-1,450
Closed -$269K – 298
2025
Q4 		$269K Buy
1,450
+58
+4% +$10.8K 0.07% 174
2025
Q3 		$248K Buy
1,392
+35
+3% +$5.75K 0.04% 201
2025
Q2 		$209K Buy
+1,357
New +$203K 0.04% 212

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

Werba Rubin Papier Wealth Management's WELL Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Welltower (WELL) in Q2 2026: 976 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in WELL as recently as Q4 2025.

Werba Rubin Papier Wealth Management first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 976 shares of Welltower worth $221K as of Q2 2026.
  • Welltower was a new Werba Rubin Papier Wealth Management position in Q2 2026.
  • Welltower made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • Werba Rubin Papier Wealth Management's Welltower position peaked at $269K in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.