BSC
WELL icon

BOLTON SECURITIES CORPORATION’s Welltower WELL Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$166K Sell
723
-31
-4% -$7.33K 0.01% 958
2026
Q2 		$171K Buy
754
+372
+97% +$78.6K 0.01% 941
2026
Q1 		$75.5K Buy
+382
New +$75.5K ﹤0.01% 1126
2025
Q3 		$72K Buy
+404
New +$66.4K ﹤0.01% 1062
2025
Q1 		$59.5K Buy
+389
New +$55.4K ﹤0.01% 1002

Other funds holding WELL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WELL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Welltower (WELL) stake by 4.1% in Q3 2026, selling an estimated $7.33K and leaving 723 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #958.

BOLTON SECURITIES CORPORATION first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $171K in Q2 2026. 1,199 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 723 shares of Welltower worth $166K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 31 Welltower shares in Q3 2026, an estimated $7.33K.
  • Welltower made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #958 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Welltower position peaked at $171K in Q2 2026.
  • 1,199 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.