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AlphaGrep UK’s Welltower WELL Stock Holding History

AlphaGrep UK’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 		$825K Buy
3,634
+581
+19% +$123K 0.25% 79
2026
Q1 		$604K Sell
3,053
-1,552
-34% -$307K 0.17% 157
2025
Q4 		$855K Buy
+4,605
New +$860K 0.29% 53

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaGrep UK's WELL Position: Q2 2026 in Review

AlphaGrep UK increased its Welltower (WELL) stake by 19% in Q2 2026, buying an estimated $123K and bringing the position to 3,634 shares worth $825K. The position accounts for 0.25% of the portfolio, ranked #79.

AlphaGrep UK first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $855K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AlphaGrep UK held 3,634 shares of Welltower worth $825K as of Q2 2026.
  • AlphaGrep UK bought 581 Welltower shares in Q2 2026, an estimated $123K.
  • Welltower made up 0.25% of AlphaGrep UK's portfolio in Q2 2026, its #79 holding.
  • AlphaGrep UK first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Welltower position peaked at $855K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.