BLC
WELL icon

Brown, Lisle/Cummings’s Welltower WELL Stock Holding History

Brown, Lisle/Cummings’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 		$68.3K Sell
301
-9
-3% -$1.9K 0.02% 344
2026
Q1 		$61.3K Buy
310
+127
+69% +$25.1K 0.02% 329
2025
Q4 		$34K Hold
183
– – 0.01% 380
2025
Q3 		$32.6K Hold
183
– – 0.01% 382
2025
Q2 		$28.1K Hold
183
– – 0.01% 392
2025
Q1 		$28K Buy
183
+8
+5% +$1.14K 0.01% 381
2024
Q4 		$22.1K Hold
175
– – 0.01% 404
2024
Q3 		$22.4K Buy
+175
New +$20.4K 0.01% 384

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 $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's WELL Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Welltower (WELL) stake by 2.9% in Q2 2026, selling an estimated $1.9K and leaving 301 shares worth $68.3K. The position accounts for 0.02% of the portfolio, ranked #344.

Brown, Lisle/Cummings first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Brown, Lisle/Cummings held 301 shares of Welltower worth $68.3K as of Q2 2026.
  • Brown, Lisle/Cummings sold 9 Welltower shares in Q2 2026, an estimated $1.9K.
  • Welltower made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #344 holding.
  • Brown, Lisle/Cummings first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.