Clifford Swan Investment Counsel’s Welltower WELL Stock Holding History

Clifford Swan Investment Counsel’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	$366K	Sell	1,612 -61	-4%	-$12.9K	0.01%	254
2026 Q1	$331K	Sell	1,673 -750	-31%	-$148K	0.01%	258
2025 Q4	$450K	Hold	2,423	–	–	0.01%	230
2025 Q3	$432K	Buy	2,423 +15	+0.6%	+$2.47K	0.01%	238
2025 Q2	$370K	Buy	2,408 +2	+0.1%	+$299	0.01%	244
2025 Q1	$369K	Hold	2,406	–	–	0.01%	240
2024 Q4	$303K	Hold	2,406	–	–	0.01%	269
2024 Q3	$308K	Hold	2,406	–	–	0.01%	267
2024 Q2	$251K	Hold	2,406	–	–	0.01%	278
2024 Q1	$225K	Hold	2,406	–	–	0.01%	292
2023 Q4	$217K	Buy	+2,406	New	+$209K	0.01%	289
2022 Q3	–	Sell	-2,450	Closed	-$202K	–	318
2022 Q2	$202K	Buy	2,450 +44	+2%	+$3.92K	0.01%	314
2022 Q1	$231K	Sell	2,406 -23	-0.9%	-$2K	0.01%	310
2021 Q4	$208K	Buy	+2,429	New	+$202K	0.01%	327

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clifford Swan Investment Counsel's WELL Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Welltower (WELL) stake by 3.6% in Q2 2026, selling an estimated $12.9K and leaving 1,612 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #254.

Clifford Swan Investment Counsel first reported a position in WELL in Q4 2021 and has held it in 14 quarters since. The position peaked at $450K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Clifford Swan Investment Counsel held 1,612 shares of Welltower worth $366K as of Q2 2026.
Clifford Swan Investment Counsel sold 61 Welltower shares in Q2 2026, an estimated $12.9K.
Welltower made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #254 holding.
Clifford Swan Investment Counsel first reported a position in Welltower in Q4 2021 and has held it in 14 quarters since.
Clifford Swan Investment Counsel's Welltower position peaked at $450K in Q4 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.