AIP
WELL icon

Ameritas Investment Partners’s Welltower WELL Stock Holding History

Ameritas Investment Partners’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 		$1.37M Sell
6,055
-202
-3% -$42.7K 0.04% 524
2026
Q1 		$1.24M Buy
6,257
+114
+2% +$22.5K 0.04% 523
2025
Q4 		$1.14M Buy
6,143
+47
+0.8% +$8.78K 0.03% 553
2025
Q3 		$1.09M Buy
6,096
+250
+4% +$41.1K 0.03% 576
2025
Q2 		$899K Buy
5,846
+82
+1% +$12.3K 0.03% 646
2025
Q1 		$883K Hold
5,764
– – 0.03% 644
2024
Q4 		$726K Sell
5,764
-97
-2% -$12.7K 0.02% 705
2024
Q3 		$750K Sell
5,861
-431
-7% -$50.3K 0.02% 709
2024
Q2 		$656K Buy
6,292
+305
+5% +$29.9K 0.02% 727
2024
Q1 		$559K Sell
5,987
-187
-3% -$16.9K 0.02% 777
2023
Q4 		$557K Buy
6,174
+221
+4% +$19.2K 0.02% 767
2023
Q3 		$488K Hold
5,953
– – 0.02% 778
2023
Q2 		$482K Buy
5,953
+145
+2% +$11.2K 0.02% 776
2023
Q1 		$416K Hold
5,808
– – 0.02% 815
2022
Q4 		$431K Hold
5,808
– – 0.02% 821
2022
Q3 		$372K Buy
5,808
+165
+3% +$12.9K 0.02% 826
2022
Q2 		$464K Buy
5,643
+90
+2% +$8.01K 0.02% 775
2022
Q1 		$534K Sell
5,553
-223
-4% -$19.4K 0.02% 784
2021
Q4 		$495K Hold
5,776
– – 0.02% 814
2021
Q3 		$476K Sell
5,776
-300
-5% -$25.8K 0.02% 809
2021
Q2 		$504K Buy
6,076
+300
+5% +$23K 0.02% 793
2021
Q1 		$414K Sell
5,776
-296
-5% -$19.9K 0.02% 843
2020
Q4 		$392K Sell
6,072
-548
-8% -$33.3K 0.02% 842
2020
Q3 		$365K Hold
6,620
– – 0.02% 807
2020
Q2 		$343K Sell
6,620
-300
-4% -$14.7K 0.02% 810
2020
Q1 		$316K Buy
6,920
+43
+0.6% +$3.17K 0.02% 760
2019
Q4 		$562K Sell
6,877
-300
-4% -$25.7K 0.02% 719
2019
Q3 		$650K Sell
7,177
-156
-2% -$13.6K 0.03% 667
2019
Q2 		$597K Buy
7,333
+260
+4% +$20.4K 0.03% 697
2019
Q1 		$549K Hold
7,073
– – 0.03% 706
2018
Q4 		$490K Hold
7,073
– – 0.03% 697
2018
Q3 		$455K Sell
7,073
-277
-4% -$17.9K 0.02% 758
2018
Q2 		$460K Sell
7,350
-309
-4% -$17.2K 0.02% 746
2018
Q1 		$417K Sell
7,659
-358
-4% -$20.2K 0.02% 796
2017
Q4 		$511K Sell
8,017
-323
-4% -$21.7K 0.02% 738
2017
Q3 		$610K Hold
8,340
– – 0.03% 693
2017
Q2 		$624K Hold
8,340
– – 0.03% 697
2017
Q1 		$591K Sell
8,340
-216
-3% -$14.6K 0.03% 722
2016
Q4 		$573K Hold
8,556
– – 0.03% 714
2016
Q3 		$640K Buy
8,556
+1,498
+21% +$115K 0.03% 664
2016
Q2 		$538K Buy
7,058
+486
+7% +$34.5K 0.04% 563
2016
Q1 		$456K Hold
6,572
– – 0.03% 627
2015
Q4 		$447K Hold
6,572
– – 0.03% 613
2015
Q3 		$445K Hold
6,572
– – 0.03% 592
2015
Q2 		$431K Buy
6,572
+160
+2% +$11.5K 0.03% 661
2015
Q1 		$496K Buy
6,412
+300
+5% +$23.6K 0.03% 610
2014
Q4 		$462K Buy
6,112
+177
+3% +$12.6K 0.03% 629
2014
Q3 		$370K Sell
5,935
-153
-3% -$9.87K 0.03% 706
2014
Q2 		$382K Buy
6,088
+320
+6% +$20.1K 0.03% 726
2014
Q1 		$344K Sell
5,768
-280
-5% -$16K 0.03% 728
2013
Q4 		$324K Hold
6,048
– – 0.03% 781
2013
Q3 		$377K Buy
+6,048
New +$385K 0.04% 643

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

Ameritas Investment Partners's WELL Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Welltower (WELL) stake by 3.2% in Q2 2026, selling an estimated $42.7K and leaving 6,055 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #524.

Ameritas Investment Partners first reported a position in WELL in Q3 2013 and has held it in 52 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ameritas Investment Partners held 6,055 shares of Welltower worth $1.37M as of Q2 2026.
  • Ameritas Investment Partners sold 202 Welltower shares in Q2 2026, an estimated $42.7K.
  • Welltower made up 0.04% of Ameritas Investment Partners's portfolio in Q2 2026, its #524 holding.
  • Ameritas Investment Partners first reported a position in Welltower in Q3 2013 and has held it in 52 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.