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Baldwin Investment Management’s Welltower WELL Stock Holding History

Baldwin Investment 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 		$1.45M Buy
6,392
+2,516
+65% +$532K 0.14% 88
2026
Q1 		$766K Sell
3,876
-200
-5% -$39.5K 0.09% 124
2025
Q4 		$757K Hold
4,076
– – 0.09% 131
2025
Q3 		$726K Hold
4,076
– – 0.08% 130
2025
Q2 		$627K Hold
4,076
– – 0.08% 137
2025
Q1 		$624K Buy
4,076
+49
+1% +$6.98K 0.08% 133
2024
Q4 		$508K Buy
4,027
+267
+7% +$35K 0.07% 149
2024
Q3 		$481K Hold
3,760
– – 0.06% 158
2024
Q2 		$392K Buy
3,760
+450
+14% +$44.1K 0.05% 162
2024
Q1 		$309K Buy
+3,310
New +$300K 0.04% 184

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

Baldwin Investment Management's WELL Position: Q2 2026 in Review

Baldwin Investment Management increased its Welltower (WELL) stake by 65% in Q2 2026, buying an estimated $532K and bringing the position to 6,392 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #88.

Baldwin Investment Management first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Baldwin Investment Management held 6,392 shares of Welltower worth $1.45M as of Q2 2026.
  • Baldwin Investment Management bought 2,516 Welltower shares in Q2 2026, an estimated $532K.
  • Welltower made up 0.14% of Baldwin Investment Management's portfolio in Q2 2026, its #88 holding.
  • Baldwin Investment Management first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.