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Clean Yield Group’s Welltower WELL Stock Holding History

Clean Yield 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 		$2.5K Hold
11
– – ﹤0.01% 371
2026
Q1 		$2.17K Hold
11
– – ﹤0.01% 363
2025
Q4 		$2.04K Hold
11
– – ﹤0.01% 377
2025
Q3 		$1.96K Hold
11
– – ﹤0.01% 380
2025
Q2 		$1.69K Hold
11
– – ﹤0.01% 369
2025
Q1 		$1.69K Hold
11
– – ﹤0.01% 400
2024
Q4 		$1.39K Hold
11
– – ﹤0.01% 423
2024
Q3 		$1.41K Buy
+11
New +$1.28K ﹤0.01% 434
2023
Q2 		– Sell
-63
Closed -$4.52K – 436
2023
Q1 		$4.52K Hold
63
– – ﹤0.01% 366
2022
Q4 		$4.13K Hold
63
– – ﹤0.01% 385
2022
Q3 		$4K Buy
+63
New +$4.92K ﹤0.01% 375

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

Clean Yield Group's WELL Position: Q2 2026 in Review

Clean Yield Group held its Welltower (WELL) position steady in Q2 2026 at 11 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Clean Yield Group first reported a position in WELL in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.52K in Q1 2023. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Clean Yield Group held 11 shares of Welltower worth $2.5K as of Q2 2026.
  • Clean Yield Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #371 holding.
  • Clean Yield Group first reported a position in Welltower in Q3 2022 and has held it in 11 quarters since.
  • Clean Yield Group's Welltower position peaked at $4.52K in Q1 2023.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.