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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
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 $3.37T 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

Brown, Lisle/Cummings's WELL Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Welltower (WELL) stake by 69% in Q1 2026, buying an estimated $25.1K and bringing the position to 310 shares worth $61.3K. The position accounts for 0.02% of the portfolio, ranked #329.

Brown, Lisle/Cummings 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.

  • Brown, Lisle/Cummings held 310 shares of Welltower worth $61.3K as of Q1 2026.
  • Brown, Lisle/Cummings bought 127 Welltower shares in Q1 2026, an estimated $25.1K.
  • Welltower made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #329 holding.
  • Brown, Lisle/Cummings 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 Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.