Braun Stacey Associates
WELL icon

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
Q3 		$47.1M Sell
204,608
-12,307
-6% -$2.91M 1.35% 16
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 		$10M 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Braun Stacey Associates's WELL Position: Q3 2026 in Review

Braun Stacey Associates reduced its Welltower (WELL) stake by 5.7% in Q3 2026, selling an estimated $2.91M and leaving 204,608 shares worth $47.1M. The position accounts for 1.35% of the portfolio, ranked #16.

Braun Stacey Associates first reported a position in WELL in Q2 2013 and has held it in 24 quarters since. The position peaked at $49.2M in Q2 2026. 1,325 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Braun Stacey Associates held 204,608 shares of Welltower worth $47.1M as of Q3 2026.
  • Braun Stacey Associates sold 12,307 Welltower shares in Q3 2026, an estimated $2.91M.
  • Welltower made up 1.35% of Braun Stacey Associates's portfolio in Q3 2026, its #16 holding.
  • Braun Stacey Associates first reported a position in Welltower in Q2 2013 and has held it in 24 quarters since.
  • Braun Stacey Associates's Welltower position peaked at $49.2M in Q2 2026.
  • 1,325 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Braun Stacey Associates's 13F filing for Q3 2026, filed 19 Oct 2026.