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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
Q2 		$12.3M Sell
54,154
-68
-0.1% -$14.4K 4.94% 3
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 $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

Windle Wealth's WELL Position: Q2 2026 in Review

Windle Wealth reduced its Welltower (WELL) stake by 0.13% in Q2 2026, selling an estimated $14.4K and leaving 54,154 shares worth $12.3M. The position accounts for 4.94% of the portfolio, ranked #3.

Windle Wealth first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Windle Wealth held 54,154 shares of Welltower worth $12.3M as of Q2 2026.
  • Windle Wealth sold 68 Welltower shares in Q2 2026, an estimated $14.4K.
  • Welltower made up 4.94% of Windle Wealth's portfolio in Q2 2026, its #3 holding.
  • Windle Wealth first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.