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Aureus Asset Management’s Welltower WELL Stock Holding History

Aureus Asset 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
Q1 		$563K Buy
2,850
+900
+46% +$178K 0.04% 143
2025
Q4 		$362K Sell
1,950
-166
-8% -$31K 0.02% 156
2025
Q3 		$377K Hold
2,116
– – 0.02% 151
2025
Q2 		$325K Hold
2,116
– – 0.02% 163
2025
Q1 		$324K Hold
2,116
– – 0.02% 157
2024
Q4 		$267K Buy
+2,116
New +$278K 0.02% 172

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aureus Asset Management's WELL Position: Q1 2026 in Review

Aureus Asset Management increased its Welltower (WELL) stake by 46% in Q1 2026, buying an estimated $178K and bringing the position to 2,850 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #143.

Aureus Asset Management first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Aureus Asset Management held 2,850 shares of Welltower worth $563K as of Q1 2026.
  • Aureus Asset Management bought 900 Welltower shares in Q1 2026, an estimated $178K.
  • Welltower made up 0.04% of Aureus Asset Management's portfolio in Q1 2026, its #143 holding.
  • Aureus Asset Management first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.