WestEnd Advisors’s Welltower WELL Stock Holding History

WestEnd Advisors’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	$152K	Sell	767 -129,864	-99%	-$25.7M	﹤0.01%	51
2025 Q4	$24.2M	Sell	130,631 -4,978	-4%	-$930K	0.56%	39
2025 Q3	$24.2M	Sell	135,609 -2,257	-2%	-$371K	0.56%	37
2025 Q2	$21.2M	Sell	137,866 -24,580	-15%	-$3.67M	0.53%	36
2025 Q1	$24.9M	Sell	162,446 -8,240	-5%	-$1.17M	0.66%	34
2024 Q4	$21.5M	Sell	170,686 -6,105	-3%	-$801K	0.55%	38
2024 Q3	$22.6M	Buy	+176,791	New	+$20.6M	0.56%	38

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 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

WestEnd Advisors's WELL Position: Q1 2026 in Review

WestEnd Advisors reduced its Welltower (WELL) stake by 99% in Q1 2026, selling an estimated $25.7M and leaving 767 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #51.

WestEnd Advisors first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.9M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

WestEnd Advisors held 767 shares of Welltower worth $152K as of Q1 2026.
WestEnd Advisors sold 129,864 Welltower shares in Q1 2026, an estimated $25.7M.
Welltower made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #51 holding.
WestEnd Advisors first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
WestEnd Advisors's Welltower position peaked at $24.9M in Q1 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.