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Bleichroeder LP’s Welltower WELL Stock Holding History

Bleichroeder LP’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 		$4.54M Hold
20,000
– – 0.81% 18
2026
Q1 		$3.95M Hold
20,000
– – 0.68% 19
2025
Q4 		$3.71M Hold
20,000
– – 0.65% 20
2025
Q3 		$3.56M Hold
20,000
– – 0.69% 19
2025
Q2 		$3.07M Buy
+20,000
New +$2.99M 0.76% 17
2020
Q2 		– Sell
-146,398
Closed -$6.7M – 77
2020
Q1 		$6.7M Buy
+146,398
New +$10.8M 1.75% 18

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

Bleichroeder LP's WELL Position: Q2 2026 in Review

Bleichroeder LP held its Welltower (WELL) position steady in Q2 2026 at 20,000 shares worth $4.54M. The position accounts for 0.81% of the portfolio, ranked #18.

Bleichroeder LP first reported a position in WELL in Q1 2020 and has held it in 6 quarters since. The position peaked at $6.7M in Q1 2020. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bleichroeder LP held 20,000 shares of Welltower worth $4.54M as of Q2 2026.
  • Bleichroeder LP left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.81% of Bleichroeder LP's portfolio in Q2 2026, its #18 holding.
  • Bleichroeder LP first reported a position in Welltower in Q1 2020 and has held it in 6 quarters since.
  • Bleichroeder LP's Welltower position peaked at $6.7M in Q1 2020.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bleichroeder LP's 13F filing for Q2 2026, filed 13 Aug 2026.