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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
Q2 		$744K Buy
3,280
+430
+15% +$90.9K 0.05% 139
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 $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

Aureus Asset Management's WELL Position: Q2 2026 in Review

Aureus Asset Management increased its Welltower (WELL) stake by 15% in Q2 2026, buying an estimated $90.9K and bringing the position to 3,280 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #139.

Aureus Asset Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Aureus Asset Management held 3,280 shares of Welltower worth $744K as of Q2 2026.
  • Aureus Asset Management bought 430 Welltower shares in Q2 2026, an estimated $90.9K.
  • Welltower made up 0.05% of Aureus Asset Management's portfolio in Q2 2026, its #139 holding.
  • Aureus Asset Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.