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WESPAC Advisors SoCal’s Welltower WELL Stock Holding History

WESPAC Advisors SoCal’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 		$12.5M Buy
55,045
+1,119
+2% +$237K 2.23% 16
2026
Q1 		$10.7M Buy
53,926
+803
+2% +$159K 2.27% 15
2025
Q4 		$9.86M Buy
53,123
+129
+0.2% +$24.1K 1.99% 16
2025
Q3 		$9.44M Sell
52,994
-915
-2% -$150K 1.92% 18
2025
Q2 		$8.29M Buy
53,909
+17
+0% +$2.54K 1.85% 20
2025
Q1 		$8.26M Buy
53,892
+21,667
+67% +$3.09M 2.15% 17
2024
Q4 		$4.06M Buy
32,225
+8,481
+36% +$1.11M 0.92% 33
2024
Q3 		$3.04M Buy
+23,744
New +$2.77M 0.7% 38

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

WESPAC Advisors SoCal's WELL Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Welltower (WELL) stake by 2.1% in Q2 2026, buying an estimated $237K and bringing the position to 55,045 shares worth $12.5M. The position accounts for 2.23% of the portfolio, ranked #16.

WESPAC Advisors SoCal first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • WESPAC Advisors SoCal held 55,045 shares of Welltower worth $12.5M as of Q2 2026.
  • WESPAC Advisors SoCal bought 1,119 Welltower shares in Q2 2026, an estimated $237K.
  • Welltower made up 2.23% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #16 holding.
  • WESPAC Advisors SoCal first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.