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Agate Pass Investment Management’s Welltower WELL Stock Holding History

Agate Pass Investment Management’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 		$1.99M Hold
8,785
– – 0.74% 38
2026
Q1 		$1.74M Hold
8,785
– – 0.68% 45
2025
Q4 		$1.63M Sell
8,785
-800
-8% -$149K 0.61% 50
2025
Q3 		$1.71M Sell
9,585
-100
-1% -$16.4K 0.65% 51
2025
Q2 		$1.49M Hold
9,685
– – 0.61% 52
2025
Q1 		$1.48M Buy
9,685
+2,770
+40% +$395K 0.63% 50
2024
Q4 		$871K Buy
+6,915
New +$908K 0.39% 64

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 $3.38T AUM 44.17% 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

Agate Pass Investment Management's WELL Position: Q2 2026 in Review

Agate Pass Investment Management held its Welltower (WELL) position steady in Q2 2026 at 8,785 shares worth $1.99M. The position accounts for 0.74% of the portfolio, ranked #38.

Agate Pass Investment Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Agate Pass Investment Management held 8,785 shares of Welltower worth $1.99M as of Q2 2026.
  • Agate Pass Investment Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.74% of Agate Pass Investment Management's portfolio in Q2 2026, its #38 holding.
  • Agate Pass Investment Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.