Wright Wealth’s Welltower WELL Stock Holding History

Wright 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	$289K	Hold	1,273	–	–	0.17%	38
2026 Q1	$252K	Hold	1,273	–	–	0.17%	40
2025 Q4	$236K	Buy	+1,273	New	+$238K	0.15%	50

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

Wright Wealth's WELL Position: Q2 2026 in Review

Wright Wealth held its Welltower (WELL) position steady in Q2 2026 at 1,273 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #38.

Wright Wealth first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wright Wealth held 1,273 shares of Welltower worth $289K as of Q2 2026.
Wright Wealth left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.17% of Wright Wealth's portfolio in Q2 2026, its #38 holding.
Wright Wealth first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wright Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.