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Westfuller Advisors’s Welltower WELL Stock Holding History

Westfuller 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 		$212K Buy
1,071
+19
+2% +$3.75K 0.09% 125
2025
Q4 		$195K Sell
1,052
-12
-1% -$2.24K 0.08% 148
2025
Q3 		$190K Buy
+1,064
New +$175K 0.09% 152

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

Westfuller Advisors's WELL Position: Q1 2026 in Review

Westfuller Advisors increased its Welltower (WELL) stake by 1.8% in Q1 2026, buying an estimated $3.75K and bringing the position to 1,071 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #125.

Westfuller Advisors first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Westfuller Advisors held 1,071 shares of Welltower worth $212K as of Q1 2026.
  • Westfuller Advisors bought 19 Welltower shares in Q1 2026, an estimated $3.75K.
  • Welltower made up 0.09% of Westfuller Advisors's portfolio in Q1 2026, its #125 holding.
  • Westfuller Advisors first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.