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Alerus Financial’s Welltower WELL Stock Holding History

Alerus Financial’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 		$1.01M Buy
4,459
+2,536
+132% +$536K 0.04% 177
2026
Q1 		$380K Buy
+1,923
New +$380K 0.02% 199
2021
Q3 		– Sell
-14,782
Closed -$1.23M – 196
2021
Q2 		$1.23M Buy
+14,782
New +$1.13M 0.12% 139

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

Alerus Financial's WELL Position: Q2 2026 in Review

Alerus Financial increased its Welltower (WELL) stake by 132% in Q2 2026, buying an estimated $536K and bringing the position to 4,459 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #177.

Alerus Financial first reported a position in WELL in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Alerus Financial held 4,459 shares of Welltower worth $1.01M as of Q2 2026.
  • Alerus Financial bought 2,536 Welltower shares in Q2 2026, an estimated $536K.
  • Welltower made up 0.04% of Alerus Financial's portfolio in Q2 2026, its #177 holding.
  • Alerus Financial first reported a position in Welltower in Q2 2021 and has held it in 3 quarters since.
  • Alerus Financial's Welltower position peaked at $1.23M in Q2 2021.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.