Blue Chip Partners’s Welltower WELL Stock Holding History

Blue Chip Partners’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	$16M	Buy	70,337 +1,933	+3%	+$409K	1.01%	34
2026 Q1	$13.5M	Buy	+68,404	New	+$13.5M	0.97%	36
2020 Q1	–	Sell	-149,384	Closed	-$12.2M	–	164
2019 Q4	$12.2M	Buy	149,384 +10,573	+8%	+$905K	2.32%	14
2019 Q3	$12.6M	Buy	138,811 +2,714	+2%	+$236K	2.66%	8
2019 Q2	$11.1M	Buy	136,097 +5,563	+4%	+$437K	2.49%	9
2019 Q1	$10.1M	Buy	130,534 +23,604	+22%	+$1.77M	2.4%	9
2018 Q4	$7.42M	Buy	+106,930	New	+$7.28M	1.87%	15
2018 Q3	–	Sell	-2,200	Closed	-$138K	–	146
2018 Q2	$138K	Sell	2,200 -2,600	-54%	-$145K	0.04%	127
2018 Q1	$261K	Buy	+4,800	New	+$271K	0.07%	116

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 $3.37T AUM 44.26% 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

Blue Chip Partners's WELL Position: Q2 2026 in Review

Blue Chip Partners increased its Welltower (WELL) stake by 2.8% in Q2 2026, buying an estimated $409K and bringing the position to 70,337 shares worth $16M. The position accounts for 1.01% of the portfolio, ranked #34.

Blue Chip Partners first reported a position in WELL in Q1 2018 and has held it in 9 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Blue Chip Partners held 70,337 shares of Welltower worth $16M as of Q2 2026.
Blue Chip Partners bought 1,933 Welltower shares in Q2 2026, an estimated $409K.
Welltower made up 1.01% of Blue Chip Partners's portfolio in Q2 2026, its #34 holding.
Blue Chip Partners first reported a position in Welltower in Q1 2018 and has held it in 9 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.