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Concurrent Investment Advisors’s Welltower WELL Stock Holding History

Concurrent Investment Advisors’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 		$5.48M Buy
24,143
+1,556
+7% +$329K 0.05% 410
2026
Q1 		$4.47M Buy
22,587
+165
+0.7% +$32.6K 0.05% 380
2025
Q4 		$4.16M Buy
22,422
+2,922
+15% +$546K 0.05% 371
2025
Q3 		$3.47M Sell
19,500
-225
-1% -$37K 0.06% 318
2025
Q2 		$3.03M Buy
19,725
+193
+1% +$28.8K 0.06% 325
2025
Q1 		$2.99M Buy
19,532
+373
+2% +$53.1K 0.07% 281
2024
Q4 		$2.41M Sell
19,159
-104
-0.5% -$13.7K 0.07% 286
2024
Q3 		$2.47M Sell
19,263
-86
-0.4% -$10K 0.07% 258
2024
Q2 		$2.02M Buy
19,349
+12,092
+167% +$1.19M 0.07% 276
2024
Q1 		$678K Sell
7,257
-424
-6% -$38.4K 0.03% 468
2023
Q4 		$693K Buy
+7,681
New +$666K 0.03% 413

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's WELL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Welltower (WELL) stake by 6.9% in Q2 2026, buying an estimated $329K and bringing the position to 24,143 shares worth $5.48M. The position accounts for 0.05% of the portfolio, ranked #410.

Concurrent Investment Advisors first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Concurrent Investment Advisors held 24,143 shares of Welltower worth $5.48M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,556 Welltower shares in Q2 2026, an estimated $329K.
  • Welltower made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #410 holding.
  • Concurrent Investment Advisors first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.