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Chesley Taft & Associates’s Welltower WELL Stock Holding History

Chesley Taft & 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
Q2 		$4.43M Buy
19,540
+205
+1% +$43.3K 0.17% 100
2026
Q1 		$3.82M Buy
19,335
+170
+0.9% +$33.6K 0.16% 108
2025
Q4 		$3.56M Buy
19,165
+1,117
+6% +$209K 0.14% 118
2025
Q3 		$3.22M Buy
18,048
+1,768
+11% +$291K 0.14% 121
2025
Q2 		$2.5M Buy
+16,280
New +$2.43M 0.11% 133
2018
Q1 		– Sell
-13,640
Closed -$870K – 287
2017
Q4 		$870K Sell
13,640
-1,500
-10% -$101K 0.07% 181
2017
Q3 		$1.06M Buy
15,140
+125
+0.8% +$9.09K 0.09% 167
2017
Q2 		$1.12M Buy
15,015
+225
+2% +$16.4K 0.1% 162
2017
Q1 		$1.05M Hold
14,790
– – 0.1% 167
2016
Q4 		$990K Sell
14,790
-10,000
-40% -$662K 0.1% 169
2016
Q3 		$1.85M Buy
24,790
+75
+0.3% +$5.74K 0.19% 107
2016
Q2 		$1.88M Buy
24,715
+200
+0.8% +$14.2K 0.19% 107
2016
Q1 		$1.7M Buy
24,515
+13
+0.1% +$838 0.18% 109
2015
Q4 		$1.67M Sell
24,502
-1,298
-5% -$84.7K 0.18% 111
2015
Q3 		$1.75M Sell
25,800
-1,850
-7% -$124K 0.19% 101
2015
Q2 		$1.81M Buy
27,650
+500
+2% +$35.9K 0.19% 105
2015
Q1 		$2.1M Sell
27,150
-125
-0.5% -$9.84K 0.22% 103
2014
Q4 		$2.06M Buy
27,275
+275
+1% +$19.6K 0.21% 105
2014
Q3 		$1.68M Buy
27,000
+200
+0.7% +$12.9K 0.18% 113
2014
Q2 		$1.68M Buy
26,800
+2,875
+12% +$181K 0.17% 113
2014
Q1 		$1.43M Buy
23,925
+2,725
+13% +$156K 0.15% 120
2013
Q4 		$1.14M Buy
21,200
+7,675
+57% +$456K 0.11% 149
2013
Q3 		$844K Buy
13,525
+55
+0.4% +$3.5K 0.09% 163
2013
Q2 		$903K Buy
+13,470
New +$957K 0.1% 154

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Chesley Taft & Associates's WELL Position: Q2 2026 in Review

Chesley Taft & Associates increased its Welltower (WELL) stake by 1.1% in Q2 2026, buying an estimated $43.3K and bringing the position to 19,540 shares worth $4.43M. The position accounts for 0.17% of the portfolio, ranked #100.

Chesley Taft & Associates first reported a position in WELL in Q2 2013 and has held it in 24 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Chesley Taft & Associates held 19,540 shares of Welltower worth $4.43M as of Q2 2026.
  • Chesley Taft & Associates bought 205 Welltower shares in Q2 2026, an estimated $43.3K.
  • Welltower made up 0.17% of Chesley Taft & Associates's portfolio in Q2 2026, its #100 holding.
  • Chesley Taft & Associates first reported a position in Welltower in Q2 2013 and has held it in 24 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.