Winnow Wealth’s Welltower WELL Stock Holding History

Winnow 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	–	Sell	-26	Closed	-$4.84K	–	563
2025 Q4	$4.84K	Hold	26	–	–	﹤0.01%	277
2025 Q3	$4.65K	Buy	+26	New	+$4.27K	﹤0.01%	274
2025 Q2	–	Sell	-11	Closed	-$1.56K	–	677
2025 Q1	$1.56K	Buy	11 +4	+57%	+$570	﹤0.01%	341
2024 Q4	$864	Buy	+7	New	+$919	﹤0.01%	354

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winnow Wealth's WELL Position: Q1 2026 in Review

Winnow Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 26 shares — an estimated $4.84K sold.

Winnow Wealth first reported a position in WELL in Q4 2024 and held it in 4 quarters. The position peaked at $4.84K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Winnow Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 26 Welltower shares in Q1 2026, an estimated $4.84K.
Winnow Wealth first reported a position in Welltower in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Welltower position peaked at $4.84K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.