Bailard’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.75M | Buy |
12,098
+2,296
| +23% | +$485K | 0.06% | 218 |
|
|
2026
Q1 | $1.94M | Sell |
9,802
-97
| -1% | -$19.2K | 0.04% | 236 |
|
|
2025
Q4 | $1.84M | Buy |
9,899
+1,079
| +12% | +$202K | 0.04% | 242 |
|
|
2025
Q3 | $1.57M | Buy |
8,820
+2,304
| +35% | +$379K | 0.03% | 270 |
|
|
2025
Q2 | $1M | Sell |
6,516
-213
| -3% | -$31.8K | 0.02% | 323 |
|
|
2025
Q1 | $1.03M | Buy |
6,729
+513
| +8% | +$73.1K | 0.03% | 302 |
|
|
2024
Q4 | $783K | Buy |
6,216
+173
| +3% | +$22.7K | 0.02% | 342 |
|
|
2024
Q3 | $774K | Buy |
6,043
+408
| +7% | +$47.6K | 0.02% | 354 |
|
|
2024
Q2 | $587K | Sell |
5,635
-64
| -1% | -$6.27K | 0.02% | 418 |
|
|
2024
Q1 | $533K | Sell |
5,699
-221
| -4% | -$20K | 0.01% | 448 |
|
|
2023
Q4 | $534K | Buy |
5,920
+1,044
| +21% | +$90.6K | 0.02% | 448 |
|
|
2023
Q3 | $399K | Buy |
+4,876
| New | +$401K | 0.01% | 459 |
|
|
2023
Q1 | – | Sell |
-5,753
| Closed | -$377K | – | 797 |
|
|
2022
Q4 | $377K | Sell |
5,753
-16
| -0.3% | -$1.03K | 0.01% | 458 |
|
|
2022
Q3 | $371K | Sell |
5,769
-69
| -1% | -$5.39K | 0.02% | 419 |
|
|
2022
Q2 | $481K | Buy |
5,838
+25
| +0.4% | +$2.22K | 0.02% | 383 |
|
|
2022
Q1 | $559K | Buy |
+5,813
| New | +$505K | 0.02% | 381 |
|
|
2020
Q3 | – | Sell |
-5,385
| Closed | -$279K | – | 623 |
|
|
2020
Q2 | $279K | Buy |
5,385
+990
| +23% | +$48.7K | 0.02% | 372 |
|
|
2020
Q1 | $201K | Hold |
4,395
| – | – | 0.01% | 407 |
|
|
2019
Q4 | $359K | Sell |
4,395
-100
| -2% | -$8.56K | 0.02% | 376 |
|
|
2019
Q3 | $407K | Hold |
4,495
| – | – | 0.02% | 315 |
|
|
2019
Q2 | $366K | Buy |
4,495
+200
| +5% | +$15.7K | 0.02% | 370 |
|
|
2019
Q1 | $333K | Hold |
4,295
| – | – | 0.02% | 397 |
|
|
2018
Q4 | $298K | Hold |
4,295
| – | – | 0.02% | 422 |
|
|
2018
Q3 | $276K | Hold |
4,295
| – | – | 0.02% | 477 |
|
|
2018
Q2 | $269K | Hold |
4,295
| – | – | 0.02% | 460 |
|
|
2018
Q1 | $234K | Buy |
+4,295
| New | +$242K | 0.01% | 444 |
|
|
2014
Q3 | – | Sell |
-7,000
| Closed | -$439K | – | 271 |
|
|
2014
Q2 | $439K | Buy |
+7,000
| New | +$440K | 0.07% | 140 |
|
Other funds holding WELL
Bailard's WELL Position: Q2 2026 in Review
Bailard increased its Welltower (WELL) stake by 23% in Q2 2026, buying an estimated $485K and bringing the position to 12,098 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #218.
Bailard first reported a position in WELL in Q2 2014 and has held it in 27 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Bailard held 12,098 shares of Welltower worth $2.75M as of Q2 2026.
- Bailard bought 2,296 Welltower shares in Q2 2026, an estimated $485K.
- Welltower made up 0.06% of Bailard's portfolio in Q2 2026, its #218 holding.
- Bailard first reported a position in Welltower in Q2 2014 and has held it in 27 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.