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Choreo LLC’s Welltower WELL Stock Holding History

Choreo LLC’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 		$2.95M Buy
13,006
+215
+2% +$45.5K 0.03% 324
2026
Q1 		$2.53M Sell
12,791
-601
-4% -$119K 0.03% 337
2025
Q4 		$2.52M Sell
13,392
-1,183
-8% -$221K 0.03% 322
2025
Q3 		$2.6M Sell
14,575
-14
-0.1% -$2.3K 0.03% 309
2025
Q2 		$2.24M Sell
14,589
-1,335
-8% -$200K 0.03% 339
2025
Q1 		$2.44M Buy
15,924
+1,895
+14% +$270K 0.04% 294
2024
Q4 		$1.75M Sell
14,029
-352
-2% -$46.2K 0.03% 391
2024
Q3 		$1.83M Buy
14,381
+1,286
+10% +$150K 0.03% 374
2024
Q2 		$1.36M Buy
+13,095
New +$1.28M 0.02% 409
2019
Q4 		– Sell
-2,269
Closed -$206K – 202
2019
Q3 		$206K Buy
+2,269
New +$197K 0.02% 180
2018
Q1 		– Sell
-3,919
Closed -$250K – 296
2017
Q4 		$250K Sell
3,919
-253
-6% -$17K 0.03% 248
2017
Q3 		$293K Sell
4,172
-1,123
-21% -$81.7K 0.04% 221
2017
Q2 		$396K Buy
5,295
+107
+2% +$7.82K 0.06% 170
2017
Q1 		$367K Buy
5,188
+200
+4% +$13.5K 0.05% 183
2016
Q4 		$334K Buy
4,988
+1,583
+46% +$105K 0.05% 181
2016
Q3 		$255K Buy
+3,405
New +$261K 0.04% 193

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

Choreo LLC's WELL Position: Q2 2026 in Review

Choreo LLC increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $45.5K and bringing the position to 13,006 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #324.

Choreo LLC first reported a position in WELL in Q3 2016 and has held it in 16 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Choreo LLC held 13,006 shares of Welltower worth $2.95M as of Q2 2026.
  • Choreo LLC bought 215 Welltower shares in Q2 2026, an estimated $45.5K.
  • Welltower made up 0.03% of Choreo LLC's portfolio in Q2 2026, its #324 holding.
  • Choreo LLC first reported a position in Welltower in Q3 2016 and has held it in 16 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.