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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Choreo LLC's WELL Position: Q1 2026 in Review

Choreo LLC reduced its Welltower (WELL) stake by 4.5% in Q1 2026, selling an estimated $119K and leaving 12,791 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #337.

Choreo LLC first reported a position in WELL in Q3 2016 and has held it in 15 quarters since. The position peaked at $2.6M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Choreo LLC held 12,791 shares of Welltower worth $2.53M as of Q1 2026.
  • Choreo LLC sold 601 Welltower shares in Q1 2026, an estimated $119K.
  • Welltower made up 0.03% of Choreo LLC's portfolio in Q1 2026, its #337 holding.
  • Choreo LLC first reported a position in Welltower in Q3 2016 and has held it in 15 quarters since.
  • Choreo LLC's Welltower position peaked at $2.6M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.