Wharton Business Group’s Welltower WELL Stock Holding History

Wharton Business Group’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	$295K	Hold	1,300	–	–	0.01%	121
2026 Q1	$257K	Hold	1,300	–	–	0.01%	125
2025 Q4	$241K	Hold	1,300	–	–	0.01%	129
2025 Q3	$232K	Hold	1,300	–	–	0.01%	133
2025 Q2	$200K	Sell	1,300 -1,255	-49%	-$188K	0.01%	134
2025 Q1	$391K	Hold	2,555	–	–	0.02%	104
2024 Q4	$322K	Hold	2,555	–	–	0.01%	112
2024 Q3	$327K	Hold	2,555	–	–	0.01%	119
2024 Q2	$266K	Hold	2,555	–	–	0.01%	121
2024 Q1	$239K	Hold	2,555	–	–	0.01%	125
2023 Q4	$230K	Hold	2,555	–	–	0.01%	125
2023 Q3	$209K	Hold	2,555	–	–	0.01%	132
2023 Q2	$207K	Buy	+2,555	New	+$197K	0.01%	126
2022 Q3	–	Sell	-2,555	Closed	-$210K	–	133
2022 Q2	$210K	Hold	2,555	–	–	0.01%	124
2022 Q1	$246K	Hold	2,555	–	–	0.01%	123
2021 Q4	$219K	Hold	2,555	–	–	0.01%	121
2021 Q3	$211K	Buy	+2,555	New	+$220K	0.02%	63
2020 Q1	–	Sell	-2,555	Closed	-$209K	–	118
2019 Q4	$209K	Hold	2,555	–	–	0.02%	115
2019 Q3	$232K	Hold	2,555	–	–	0.02%	91
2019 Q2	$208K	Buy	+2,555	New	+$201K	0.02%	96

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

Wharton Business Group's WELL Position: Q2 2026 in Review

Wharton Business Group held its Welltower (WELL) position steady in Q2 2026 at 1,300 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #121.

Wharton Business Group first reported a position in WELL in Q2 2019 and has held it in 20 quarters since. The position peaked at $391K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wharton Business Group held 1,300 shares of Welltower worth $295K as of Q2 2026.
Wharton Business Group left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #121 holding.
Wharton Business Group first reported a position in Welltower in Q2 2019 and has held it in 20 quarters since.
Wharton Business Group's Welltower position peaked at $391K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.