Western Wealth Management’s Welltower WELL Stock Holding History

Western 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	$669K	Buy	2,948 +409	+16%	+$86.5K	0.02%	595
2026 Q1	$502K	Buy	2,539 +207	+9%	+$40.9K	0.02%	644
2025 Q4	$433K	Buy	2,332 +412	+21%	+$77K	0.02%	554
2025 Q3	$342K	Buy	1,920 +81	+4%	+$13.3K	0.02%	555
2025 Q2	$283K	Buy	1,839 +150	+9%	+$22.4K	0.02%	565
2025 Q1	$259K	Sell	1,689 -694	-29%	-$98.9K	0.02%	574
2024 Q4	$300K	Buy	2,383 +141	+6%	+$18.5K	0.02%	612
2024 Q3	$287K	Buy	2,242 +216	+11%	+$25.2K	0.02%	611
2024 Q2	$211K	Buy	+2,026	New	+$199K	0.02%	620
2022 Q2	–	Sell	-2,505	Closed	-$241K	–	863
2022 Q1	$241K	Buy	+2,505	New	+$218K	0.01%	742
2019 Q1	–	Sell	-4,231	Closed	-$293K	–	399
2018 Q4	$293K	Buy	+4,231	New	+$288K	0.08%	257

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Western Wealth Management's WELL Position: Q2 2026 in Review

Western Wealth Management increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $86.5K and bringing the position to 2,948 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #595.

Western Wealth Management first reported a position in WELL in Q4 2018 and has held it in 11 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Western Wealth Management held 2,948 shares of Welltower worth $669K as of Q2 2026.
Western Wealth Management bought 409 Welltower shares in Q2 2026, an estimated $86.5K.
Welltower made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #595 holding.
Western Wealth Management first reported a position in Welltower in Q4 2018 and has held it in 11 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.