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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
Q2 		$241K Sell
1,060
-11
-1% -$2.33K 0.09% 132
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 $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

Westfuller Advisors's WELL Position: Q2 2026 in Review

Westfuller Advisors reduced its Welltower (WELL) stake by 1% in Q2 2026, selling an estimated $2.33K and leaving 1,060 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #132.

Westfuller Advisors first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Westfuller Advisors held 1,060 shares of Welltower worth $241K as of Q2 2026.
  • Westfuller Advisors sold 11 Welltower shares in Q2 2026, an estimated $2.33K.
  • Welltower made up 0.09% of Westfuller Advisors's portfolio in Q2 2026, its #132 holding.
  • Westfuller Advisors first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.