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Chicago Partners Investment Group’s Welltower WELL Stock Holding History

Chicago Partners 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
Q2 		$480K Sell
1,944
-35
-2% -$7.4K 0.01% 1027
2026
Q1 		$395K Buy
1,979
+202
+11% +$39.9K 0.01% 1008
2025
Q4 		$326K Buy
1,777
+30
+2% +$5.6K 0.01% 982
2025
Q3 		$314K Buy
1,747
+226
+15% +$37.1K 0.01% 921
2025
Q2 		$246K Buy
1,521
+120
+9% +$17.9K 0.01% 933
2025
Q1 		$212K Buy
+1,401
New +$200K 0.01% 844
2018
Q4 		– Sell
-488
Closed -$32K – 921
2018
Q3 		$32K Hold
488
– – ﹤0.01% 595
2018
Q2 		$31K Hold
488
– – ﹤0.01% 570
2018
Q1 		$27K Hold
488
– – ﹤0.01% 564
2017
Q4 		$31K Hold
488
– – 0.01% 535
2017
Q3 		$34K Buy
488
+273
+127% +$19.9K 0.01% 506
2017
Q2 		$16K Sell
215
-58
-21% -$4.24K ﹤0.01% 534
2017
Q1 		$19K Buy
273
+58
+27% +$3.91K 0.01% 407
2016
Q4 		$14K Hold
215
– – 0.01% 413
2016
Q3 		$16K Hold
215
– – 0.01% 382
2016
Q2 		$16K Hold
215
– – 0.01% 331
2016
Q1 		$15K Hold
215
– – 0.01% 320
2015
Q4 		$15K Hold
215
– – 0.01% 369
2015
Q3 		$15K Hold
215
– – 0.01% 308
2015
Q2 		$14K Sell
215
-5
-2% -$359 0.01% 321
2015
Q1 		$17K Buy
220
+5
+2% +$394 0.01% 305
2014
Q4 		$16K Buy
+215
New +$15.3K 0.01% 317

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
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

Chicago Partners Investment Group's WELL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Welltower (WELL) stake by 1.8% in Q2 2026, selling an estimated $7.4K and leaving 1,944 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #1027.

Chicago Partners Investment Group first reported a position in WELL in Q4 2014 and has held it in 22 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Chicago Partners Investment Group held 1,944 shares of Welltower worth $480K as of Q2 2026.
  • Chicago Partners Investment Group sold 35 Welltower shares in Q2 2026, an estimated $7.4K.
  • Welltower made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1027 holding.
  • Chicago Partners Investment Group first reported a position in Welltower in Q4 2014 and has held it in 22 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.