Brown Advisory’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 | $5.29M | Buy |
23,295
+616
| +3% | +$130K | 0.01% | 541 |
|
|
2026
Q1 | $4.48M | Buy |
22,679
+75
| +0.3% | +$14.8K | 0.01% | 547 |
|
|
2025
Q4 | $4.2M | Sell |
22,604
-1,996
| -8% | -$373K | 0.01% | 564 |
|
|
2025
Q3 | $4.38M | Sell |
24,600
-105
| -0.4% | -$17.3K | 0.01% | 546 |
|
|
2025
Q2 | $3.8M | Sell |
24,705
-10,591
| -30% | -$1.58M | 0.01% | 554 |
|
|
2025
Q1 | $5.41M | Buy |
35,296
+416
| +1% | +$59.3K | 0.01% | 494 |
|
|
2024
Q4 | $4.4M | Sell |
34,880
-357
| -1% | -$46.9K | 0.01% | 540 |
|
|
2024
Q3 | $4.51M | Sell |
35,237
-167
| -0.5% | -$19.5K | 0.01% | 517 |
|
|
2024
Q2 | $3.69M | Sell |
35,404
-1,130
| -3% | -$111K | ﹤0.01% | 531 |
|
|
2024
Q1 | $3.41M | Sell |
36,534
-292
| -0.8% | -$26.4K | ﹤0.01% | 555 |
|
|
2023
Q4 | $3.32M | Sell |
36,826
-2,380
| -6% | -$206K | ﹤0.01% | 541 |
|
|
2023
Q3 | $3.21M | Sell |
39,206
-1,102
| -3% | -$90.6K | 0.01% | 535 |
|
|
2023
Q2 | $3.26M | Sell |
40,308
-8,976
| -18% | -$692K | 0.01% | 534 |
|
|
2023
Q1 | $3.53M | Buy |
49,284
+36,744
| +293% | +$2.67M | 0.01% | 520 |
|
|
2022
Q4 | $822K | Sell |
12,540
-54
| -0.4% | -$3.47K | ﹤0.01% | 801 |
|
|
2022
Q3 | $810K | Buy |
12,594
+874
| +7% | +$68.3K | ﹤0.01% | 749 |
|
|
2022
Q2 | $965K | Sell |
11,720
-608
| -5% | -$54.1K | ﹤0.01% | 708 |
|
|
2022
Q1 | $1.19M | Sell |
12,328
-245
| -2% | -$21.3K | ﹤0.01% | 689 |
|
|
2021
Q4 | $1.08M | Buy |
12,573
+715
| +6% | +$59.6K | ﹤0.01% | 716 |
|
|
2021
Q3 | $977K | Buy |
11,858
+1,535
| +15% | +$132K | ﹤0.01% | 698 |
|
|
2021
Q2 | $858K | Sell |
10,323
-2,506
| -20% | -$192K | ﹤0.01% | 735 |
|
|
2021
Q1 | $918K | Buy |
12,829
+2,886
| +29% | +$194K | ﹤0.01% | 724 |
|
|
2020
Q4 | $643K | Sell |
9,943
-143
| -1% | -$8.68K | ﹤0.01% | 739 |
|
|
2020
Q3 | $556K | Sell |
10,086
-101
| -1% | -$5.55K | ﹤0.01% | 718 |
|
|
2020
Q2 | $527K | Sell |
10,187
-1,709
| -14% | -$84K | ﹤0.01% | 721 |
|
|
2020
Q1 | $545K | Sell |
11,896
-3,452
| -22% | -$255K | ﹤0.01% | 674 |
|
|
2019
Q4 | $1.25M | Buy |
15,348
+52
| +0.3% | +$4.45K | ﹤0.01% | 610 |
|
|
2019
Q3 | $1.39M | Buy |
15,296
+73
| +0.5% | +$6.35K | ﹤0.01% | 577 |
|
|
2019
Q2 | $1.24M | Buy |
15,223
+640
| +4% | +$50.3K | ﹤0.01% | 606 |
|
|
2019
Q1 | $1.13M | Sell |
14,583
-5,574
| -28% | -$418K | ﹤0.01% | 778 |
|
|
2018
Q4 | $1.4M | Buy |
20,157
+2,774
| +16% | +$189K | ﹤0.01% | 674 |
|
|
2018
Q3 | $1.12M | Sell |
17,383
-733
| -4% | -$47.3K | ﹤0.01% | 784 |
|
|
2018
Q2 | $1.14M | Sell |
18,116
-372
| -2% | -$20.7K | ﹤0.01% | 757 |
|
|
2018
Q1 | $1M | Buy |
18,488
+300
| +2% | +$16.9K | ﹤0.01% | 649 |
|
|
2017
Q4 | $1.16M | Buy |
18,188
+337
| +2% | +$22.6K | ﹤0.01% | 640 |
|
|
2017
Q3 | $1.25M | Sell |
17,851
-660
| -4% | -$48K | ﹤0.01% | 614 |
|
|
2017
Q2 | $1.39M | Buy |
18,511
+716
| +4% | +$52.3K | ﹤0.01% | 601 |
|
|
2017
Q1 | $1.26M | Buy |
17,795
+997
| +6% | +$67.3K | ﹤0.01% | 593 |
|
|
2016
Q4 | $1.13M | Buy |
16,798
+270
| +2% | +$17.9K | ﹤0.01% | 603 |
|
|
2016
Q3 | $1.24M | Buy |
16,528
+733
| +5% | +$56.1K | ﹤0.01% | 575 |
|
|
2016
Q2 | $1.2M | Sell |
15,795
-2,096
| -12% | -$149K | ﹤0.01% | 570 |
|
|
2016
Q1 | $1.24M | Sell |
17,891
-567
| -3% | -$36.6K | ﹤0.01% | 541 |
|
|
2015
Q4 | $1.26M | Buy |
18,458
+491
| +3% | +$32K | ﹤0.01% | 532 |
|
|
2015
Q3 | $1.22M | Sell |
17,967
-11,991
| -40% | -$801K | ﹤0.01% | 533 |
|
|
2015
Q2 | $1.97M | Sell |
29,958
-2,720
| -8% | -$195K | 0.01% | 456 |
|
|
2015
Q1 | $2.53M | Sell |
32,678
-385
| -1% | -$30.3K | 0.01% | 436 |
|
|
2014
Q4 | $2.5M | Buy |
33,063
+269
| +0.8% | +$19.2K | 0.01% | 441 |
|
|
2014
Q3 | $2.05M | Sell |
32,794
-2,000
| -6% | -$129K | 0.01% | 456 |
|
|
2014
Q2 | $2.18M | Sell |
34,794
-255
| -0.7% | -$16K | 0.01% | 447 |
|
|
2014
Q1 | $2.09M | Buy |
+35,049
| New | +$2M | 0.01% | 444 |
|
Other funds holding WELL
Brown Advisory's WELL Position: Q2 2026 in Review
Brown Advisory increased its Welltower (WELL) stake by 2.7% in Q2 2026, buying an estimated $130K and bringing the position to 23,295 shares worth $5.29M. The position accounts for 0.01% of the portfolio, ranked #541.
Brown Advisory first reported a position in WELL in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.41M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Brown Advisory held 23,295 shares of Welltower worth $5.29M as of Q2 2026.
- Brown Advisory bought 616 Welltower shares in Q2 2026, an estimated $130K.
- Welltower made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #541 holding.
- Brown Advisory first reported a position in Welltower in Q1 2014 and has held it in 50 quarters since.
- Brown Advisory's Welltower position peaked at $5.41M in Q1 2025.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.