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Braun Stacey Associates’s Welltower WELL Stock Holding History

Braun Stacey Associates’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 		$49.2M Sell
216,915
-5,158
-2% -$1.09M 1.4% 18
2026
Q1 		$43.9M Sell
222,073
-2,080
-0.9% -$411K 1.46% 16
2025
Q4 		$41.6M Sell
224,153
-2,859
-1% -$534K 1.35% 17
2025
Q3 		$40.4M Sell
227,012
-840
-0.4% -$138K 1.32% 13
2025
Q2 		$35M Sell
227,852
-6,549
-3% -$979K 1.27% 15
2025
Q1 		$35.9M Sell
234,401
-13,973
-6% -$1.99M 1.47% 15
2024
Q4 		$31.3M Sell
248,374
-5,360
-2% -$704K 1.17% 22
2024
Q3 		$32.5M Buy
253,734
+12,152
+5% +$1.42M 1.23% 20
2024
Q2 		$25.2M Buy
+241,582
New +$23.7M 0.98% 34
2020
Q2 		– Sell
-123,394
Closed -$5.65M – 128
2020
Q1 		$5.65M Sell
123,394
-9,323
-7% -$688K 0.43% 88
2019
Q4 		$10.9M Buy
132,717
+34,122
+35% +$2.92M 0.6% 90
2019
Q3 		$8.94M Buy
+98,595
New +$8.58M 0.56% 89
2017
Q4 		– Sell
-123,366
Closed -$8.67M – 135
2017
Q3 		$8.67M Sell
123,366
-21,425
-15% -$1.56M 0.59% 84
2017
Q2 		$10.8M Sell
144,791
-12,595
-8% -$921K 0.7% 76
2017
Q1 		$11.1M Sell
157,386
-11,885
-7% -$802K 0.71% 82
2016
Q4 		$11.3M Sell
169,271
-56,910
-25% -$3.77M 0.74% 70
2016
Q3 		$16.9M Buy
226,181
+95,325
+73% +$7.3M 1.07% 34
2016
Q2 		$9.97M Buy
+130,856
New +$9.29M 0.65% 86
2015
Q3 		– Sell
-4,300
Closed -$282K – 272
2015
Q2 		$282K Buy
4,300
+1,500
+54% +$108K 0.01% 275
2015
Q1 		$217K Buy
+2,800
New +$220K 0.01% 149
2014
Q3 		– Sell
-3,200
Closed -$201K – 167
2014
Q2 		$201K Buy
+3,200
New +$201K 0.01% 160
2013
Q4 		– Sell
-3,200
Closed -$200K – 161
2013
Q3 		$200K Buy
3,200
+100
+3% +$6.36K 0.01% 147
2013
Q2 		$208K Buy
+3,100
New +$220K 0.01% 156

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

Braun Stacey Associates's WELL Position: Q2 2026 in Review

Braun Stacey Associates reduced its Welltower (WELL) stake by 2.3% in Q2 2026, selling an estimated $1.09M and leaving 216,915 shares worth $49.2M. The position accounts for 1.4% of the portfolio, ranked #18.

Braun Stacey Associates first reported a position in WELL in Q2 2013 and has held it in 23 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Braun Stacey Associates held 216,915 shares of Welltower worth $49.2M as of Q2 2026.
  • Braun Stacey Associates sold 5,158 Welltower shares in Q2 2026, an estimated $1.09M.
  • Welltower made up 1.4% of Braun Stacey Associates's portfolio in Q2 2026, its #18 holding.
  • Braun Stacey Associates first reported a position in Welltower in Q2 2013 and has held it in 23 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.