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Brooklyn Investment Group’s Welltower WELL Stock Holding History

Brooklyn Investment Group’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
Q1 		$3.17M Buy
16,015
+4,370
+38% +$864K 0.1% 166
2025
Q4 		$2.21M Buy
11,645
+5,671
+95% +$1.06M 0.1% 163
2025
Q3 		$909K Buy
5,974
+91
+2% +$15K 0.12% 168
2025
Q2 		$648K Buy
5,883
+2,102
+56% +$314K 0.09% 229
2025
Q1 		$579K Buy
3,781
+1,922
+103% +$274K 0.13% 162
2024
Q4 		$234K Buy
1,859
+147
+9% +$19.3K 0.07% 225
2024
Q3 		$219K Buy
+1,712
New +$200K 0.07% 225

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brooklyn Investment Group's WELL Position: Q1 2026 in Review

Brooklyn Investment Group increased its Welltower (WELL) stake by 38% in Q1 2026, buying an estimated $864K and bringing the position to 16,015 shares worth $3.17M. The position accounts for 0.1% of the portfolio, ranked #166.

Brooklyn Investment Group first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Brooklyn Investment Group held 16,015 shares of Welltower worth $3.17M as of Q1 2026.
  • Brooklyn Investment Group bought 4,370 Welltower shares in Q1 2026, an estimated $864K.
  • Welltower made up 0.1% of Brooklyn Investment Group's portfolio in Q1 2026, its #166 holding.
  • Brooklyn Investment Group first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.