WWM
WELL icon

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
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% 524
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Western Wealth Management's WELL Position: Q1 2026 in Review

Western Wealth Management increased its Welltower (WELL) stake by 8.9% in Q1 2026, buying an estimated $40.9K and bringing the position to 2,539 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #644.

Western Wealth Management first reported a position in WELL in Q4 2018 and has held it in 10 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Western Wealth Management held 2,539 shares of Welltower worth $502K as of Q1 2026.
  • Western Wealth Management bought 207 Welltower shares in Q1 2026, an estimated $40.9K.
  • Welltower made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #644 holding.
  • Western Wealth Management first reported a position in Welltower in Q4 2018 and has held it in 10 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.