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BOK Financial Private Wealth’s Welltower WELL Stock Holding History

BOK Financial Private Wealth’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 		$5.22K Buy
+23
New +$4.86K ﹤0.01% 485
2025
Q1 		– Sell
-13
Closed -$1.64K – 675
2024
Q4 		$1.64K Buy
+13
New +$1.71K ﹤0.01% 459

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

BOK Financial Private Wealth's WELL Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Welltower (WELL) in Q2 2026: 23 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in WELL as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in WELL in Q4 2024 and has held it in 2 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • BOK Financial Private Wealth held 23 shares of Welltower worth $5.22K as of Q2 2026.
  • Welltower was a new BOK Financial Private Wealth position in Q2 2026.
  • Welltower made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #485 holding.
  • BOK Financial Private Wealth first reported a position in Welltower in Q4 2024 and has held it in 2 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.