WW
WELL icon

Windle Wealth’s Welltower WELL Stock Holding History

Windle Wealth’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 		$10.7M Buy
54,222
+841
+2% +$166K 4.53% 6
2025
Q4 		$9.91M Sell
53,381
-2,659
-5% -$497K 4.44% 4
2025
Q3 		$9.98M Sell
56,040
-1
-0% -$164 4.47% 4
2025
Q2 		$8.62M Sell
56,041
-209
-0.4% -$31.2K 4.21% 5
2025
Q1 		$8.62M Sell
56,250
-8,898
-14% -$1.27M 4.44% 5
2024
Q4 		$8.21M Sell
65,148
-4,023
-6% -$528K 4.54% 4
2024
Q3 		$8.86M Buy
69,171
+312
+0.5% +$36.4K 4.81% 3
2024
Q2 		$7.18M Sell
68,859
-2,817
-4% -$276K 4.38% 5
2024
Q1 		$6.7M Buy
71,676
+968
+1% +$87.6K 4.27% 8
2023
Q4 		$6.38M Sell
70,708
-4,781
-6% -$415K 4.47% 5
2023
Q3 		$6.18M Sell
75,489
-486
-0.6% -$40K 4.61% 7
2023
Q2 		$6.15M Buy
75,975
+252
+0.3% +$19.4K 4.44% 7
2023
Q1 		$5.43M Buy
75,723
+2,935
+4% +$213K 4.02% 16
2022
Q4 		$4.77M Buy
+72,788
New +$4.68M 3.72% 21

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

Windle Wealth's WELL Position: Q1 2026 in Review

Windle Wealth increased its Welltower (WELL) stake by 1.6% in Q1 2026, buying an estimated $166K and bringing the position to 54,222 shares worth $10.7M. The position accounts for 4.53% of the portfolio, ranked #6.

Windle Wealth first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Windle Wealth held 54,222 shares of Welltower worth $10.7M as of Q1 2026.
  • Windle Wealth bought 841 Welltower shares in Q1 2026, an estimated $166K.
  • Welltower made up 4.53% of Windle Wealth's portfolio in Q1 2026, its #6 holding.
  • Windle Wealth first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.