BOK Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.8M | Buy |
43,157
+4,287
| +11% | +$906K | 0.14% | 139 |
|
|
2026
Q1 | $7.68M | Buy |
38,870
+5,560
| +17% | +$1.1M | 0.12% | 153 |
|
|
2025
Q4 | $6.18M | Buy |
33,310
+24,546
| +280% | +$4.58M | 0.09% | 170 |
|
|
2025
Q3 | $1.56M | Buy |
8,764
+356
| +4% | +$58.5K | 0.02% | 383 |
|
|
2025
Q2 | $1.29M | Buy |
8,408
+6,218
| +284% | +$929K | 0.02% | 414 |
|
|
2025
Q1 | $336K | Sell |
2,190
-319
| -13% | -$45.5K | 0.01% | 633 |
|
|
2024
Q4 | $313K | Sell |
2,509
-102
| -4% | -$13.4K | 0.01% | 636 |
|
|
2024
Q3 | $330K | Buy |
2,611
+1
| +0% | +$117 | 0.01% | 639 |
|
|
2024
Q2 | $272K | Sell |
2,610
-8
| -0.3% | -$784 | ﹤0.01% | 716 |
|
|
2024
Q1 | $241K | Sell |
2,618
-88
| -3% | -$7.97K | ﹤0.01% | 705 |
|
|
2023
Q4 | $244K | Buy |
2,706
+5
| +0.2% | +$434 | ﹤0.01% | 643 |
|
|
2023
Q3 | $226K | Sell |
2,701
-54
| -2% | -$4.44K | 0.01% | 623 |
|
|
2023
Q2 | $223K | Sell |
2,755
-332
| -11% | -$25.6K | ﹤0.01% | 634 |
|
|
2023
Q1 | $221K | Sell |
3,087
-19,918
| -87% | -$1.44M | ﹤0.01% | 659 |
|
|
2022
Q4 | $1.51M | Buy |
23,005
+1,015
| +5% | +$65.3K | 0.03% | 422 |
|
|
2022
Q3 | $1.41M | Buy |
21,990
+529
| +2% | +$41.4K | 0.03% | 427 |
|
|
2022
Q2 | $1.77M | Buy |
21,461
+611
| +3% | +$54.4K | 0.03% | 397 |
|
|
2022
Q1 | $2M | Sell |
20,850
-144
| -0.7% | -$12.5K | 0.03% | 409 |
|
|
2021
Q4 | $1.8M | Buy |
20,994
+1,182
| +6% | +$98.5K | 0.03% | 443 |
|
|
2021
Q3 | $1.63M | Buy |
+19,812
| New | +$1.7M | 0.03% | 447 |
|
|
2021
Q1 | $1.39M | Buy |
19,399
+25
| +0.1% | +$1.68K | 0.03% | 466 |
|
|
2020
Q4 | $1.25M | Buy |
19,374
+374
| +2% | +$22.7K | 0.02% | 465 |
|
|
2020
Q3 | $1.05M | Sell |
19,000
-2,639
| -12% | -$145K | 0.02% | 452 |
|
|
2020
Q2 | $1.12M | Sell |
21,639
-4,998
| -19% | -$246K | 0.03% | 432 |
|
|
2020
Q1 | $1.22M | Buy |
26,637
+9,375
| +54% | +$692K | 0.04% | 382 |
|
|
2019
Q4 | $1.41M | Buy |
17,262
+1,883
| +12% | +$161K | 0.03% | 434 |
|
|
2019
Q3 | $1.39M | Buy |
15,379
+1,500
| +11% | +$131K | 0.03% | 431 |
|
|
2019
Q2 | $1.13M | Sell |
13,879
-507
| -4% | -$39.9K | 0.03% | 464 |
|
|
2019
Q1 | $1.12M | Buy |
14,386
+1,508
| +12% | +$113K | 0.03% | 459 |
|
|
2018
Q4 | $894K | Sell |
12,878
-588
| -4% | -$40K | 0.03% | 483 |
|
|
2018
Q3 | $866K | Sell |
13,466
-6,209
| -32% | -$401K | 0.02% | 526 |
|
|
2018
Q2 | $1.23M | Buy |
19,675
+746
| +4% | +$41.6K | 0.03% | 446 |
|
|
2018
Q1 | $1.03M | Buy |
18,929
+1,772
| +10% | +$100K | 0.03% | 465 |
|
|
2017
Q4 | $1.09M | Sell |
17,157
-3,292
| -16% | -$221K | 0.03% | 473 |
|
|
2017
Q3 | $1.44M | Sell |
20,449
-3,606
| -15% | -$262K | 0.04% | 407 |
|
|
2017
Q2 | $1.8M | Buy |
24,055
+2,984
| +14% | +$218K | 0.06% | 339 |
|
|
2017
Q1 | $1.49M | Buy |
21,071
+2,075
| +11% | +$140K | 0.05% | 391 |
|
|
2016
Q4 | $1.27M | Sell |
18,996
-413
| -2% | -$27.4K | 0.04% | 411 |
|
|
2016
Q3 | $1.45M | Buy |
19,409
+834
| +4% | +$63.9K | 0.05% | 390 |
|
|
2016
Q2 | $1.42M | Buy |
18,575
+864
| +5% | +$61.4K | 0.05% | 372 |
|
|
2016
Q1 | $1.23M | Buy |
17,711
+1,969
| +13% | +$127K | 0.04% | 390 |
|
|
2015
Q4 | $1.07M | Sell |
15,742
-603
| -4% | -$39.4K | 0.04% | 419 |
|
|
2015
Q3 | $1.11M | Buy |
16,345
+355
| +2% | +$23.7K | 0.04% | 402 |
|
|
2015
Q2 | $1.05M | Sell |
15,990
-375
| -2% | -$26.9K | 0.04% | 443 |
|
|
2015
Q1 | $1.27M | Buy |
16,365
+3,690
| +29% | +$290K | 0.04% | 397 |
|
|
2014
Q4 | $959K | Sell |
12,675
-621
| -5% | -$44.3K | 0.03% | 414 |
|
|
2014
Q3 | $829K | Buy |
13,296
+2,525
| +23% | +$163K | 0.03% | 468 |
|
|
2014
Q2 | $676K | Sell |
10,771
-620
| -5% | -$39K | 0.02% | 544 |
|
|
2014
Q1 | $679K | Buy |
11,391
+1,897
| +20% | +$108K | 0.02% | 539 |
|
|
2013
Q4 | $508K | Buy |
9,494
+575
| +6% | +$34.2K | 0.02% | 613 |
|
|
2013
Q3 | $557K | Sell |
8,919
-402
| -4% | -$25.6K | 0.02% | 547 |
|
|
2013
Q2 | $625K | Buy |
+9,321
| New | +$662K | 0.02% | 489 |
|
Other funds holding WELL
BOK Financial's WELL Position: Q2 2026 in Review
BOK Financial increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $906K and bringing the position to 43,157 shares worth $9.8M. The position accounts for 0.14% of the portfolio, ranked #139.
BOK Financial first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- BOK Financial held 43,157 shares of Welltower worth $9.8M as of Q2 2026.
- BOK Financial bought 4,287 Welltower shares in Q2 2026, an estimated $906K.
- Welltower made up 0.14% of BOK Financial's portfolio in Q2 2026, its #139 holding.
- BOK Financial first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.