Bellevue Asset Management’s Welltower WELL Stock Holding History

Bellevue 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	$39.5K	Buy	174 +1	+0.6%	+$211	0.02%	197
2026 Q1	$34.3K	Buy	173 +1	+0.6%	+$198	0.02%	202
2025 Q4	$32.1K	Hold	172	–	–	0.01%	203
2025 Q3	$30.7K	Buy	172 +1	+0.6%	+$164	0.01%	202
2025 Q2	$26.4K	Buy	171 +1	+0.6%	+$149	0.01%	215
2025 Q1	$26.1K	Buy	170 +1	+0.6%	+$142	0.01%	211
2024 Q4	$21.4K	Hold	169	–	–	0.01%	232
2024 Q3	$21.6K	Buy	169 +1	+0.6%	+$117	0.01%	226
2024 Q2	$17.5K	Buy	168 +1	+0.6%	+$98	0.01%	236
2024 Q1	$15.6K	Buy	167 +1	+0.6%	+$91	0.01%	236
2023 Q4	$15K	Buy	166 +2	+1%	+$174	0.01%	242
2023 Q3	$13.5K	Buy	164 +1	+0.6%	+$82	0.01%	241
2023 Q2	$13.2K	Buy	163 +1	+0.6%	+$77	0.01%	250
2023 Q1	$11.6K	Buy	162 +1	+0.6%	+$73	0.01%	262
2022 Q4	$10.5K	Buy	161 +1	+0.6%	+$64	0.01%	272
2022 Q3	$10K	Buy	160 +2	+1%	+$156	0.01%	283
2022 Q2	$13K	Buy	158 +1	+0.6%	+$89	0.01%	276
2022 Q1	$15K	Buy	157 +1	+0.6%	+$87	0.01%	286
2021 Q4	$13K	Buy	156 +1	+0.6%	+$83	0.01%	311
2021 Q3	$13K	Buy	155 +1	+0.6%	+$86	0.01%	317
2021 Q2	$13K	Buy	154 +1	+0.7%	+$77	0.01%	319
2021 Q1	$11K	Buy	153 +2	+1%	+$134	0.01%	350
2020 Q4	$9K	Buy	151 +1	+0.7%	+$61	0.01%	357
2020 Q3	$8K	Hold	150	–	–	0.01%	356
2020 Q2	$8K	Hold	150	–	–	0.01%	354
2020 Q1	$7K	Buy	150 +100	+200%	+$7.38K	0.01%	365
2019 Q4	$4K	Buy	+50	New	+$4.28K	﹤0.01%	373

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bellevue Asset Management increased its Welltower (WELL) stake by 0.58% in Q2 2026, buying an estimated $211 and bringing the position to 174 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #197.

Bellevue Asset Management first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Bellevue Asset Management held 174 shares of Welltower worth $39.5K as of Q2 2026.
Bellevue Asset Management bought 1 Welltower share in Q2 2026, an estimated $211.
Welltower made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #197 holding.
Bellevue Asset Management first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.