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Whipplewood Advisors’s Welltower WELL Stock Holding History

Whipplewood 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 		$385K Sell
1,697
-308
-15% -$65.1K 0.26% 82
2026
Q1 		$396K Sell
2,005
-722
-26% -$143K 0.21% 93
2025
Q4 		$506K Buy
2,727
+21
+0.8% +$3.92K 0.33% 81
2025
Q3 		$482K Sell
2,706
-94
-3% -$15.5K 0.32% 82
2025
Q2 		$430K Buy
2,800
+35
+1% +$5.23K 0.24% 101
2025
Q1 		$430K Sell
2,765
-144
-5% -$20.5K 0.25% 93
2024
Q4 		$367K Buy
+2,909
New +$382K 0.21% 104

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's WELL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Welltower (WELL) stake by 15% in Q2 2026, selling an estimated $65.1K and leaving 1,697 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #82.

Whipplewood Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q4 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Whipplewood Advisors held 1,697 shares of Welltower worth $385K as of Q2 2026.
  • Whipplewood Advisors sold 308 Welltower shares in Q2 2026, an estimated $65.1K.
  • Welltower made up 0.26% of Whipplewood Advisors's portfolio in Q2 2026, its #82 holding.
  • Whipplewood Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Welltower position peaked at $506K in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.