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Connors Investor Services’s Welltower WELL Stock Holding History

Connors Investor Services’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 		$19.6M Sell
86,484
-626
-0.7% -$132K 1.7% 19
2026
Q1 		$17.2M Sell
87,110
-9,881
-10% -$1.95M 1.59% 20
2025
Q4 		$18M Sell
96,991
-3,229
-3% -$603K 1.55% 22
2025
Q3 		$17.9M Buy
100,220
+1,591
+2% +$262K 1.52% 23
2025
Q2 		$15.2M Buy
98,629
+929
+1% +$139K 1.34% 31
2025
Q1 		$15M Sell
97,700
-2,221
-2% -$316K 1.49% 28
2024
Q4 		$12.6M Buy
99,921
+47,275
+90% +$6.21M 1.18% 37
2024
Q3 		$6.73M Sell
52,646
-65,479
-55% -$7.64M 0.65% 49
2024
Q2 		$12.3M Buy
118,125
+410
+0.3% +$40.2K 1.28% 37
2024
Q1 		$11M Buy
117,715
+11,238
+11% +$1.02M 1.16% 42
2023
Q4 		$9.6M Buy
+106,477
New +$9.24M 1.08% 42

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

Connors Investor Services's WELL Position: Q2 2026 in Review

Connors Investor Services reduced its Welltower (WELL) stake by 0.72% in Q2 2026, selling an estimated $132K and leaving 86,484 shares worth $19.6M. The position accounts for 1.7% of the portfolio, ranked #19.

Connors Investor Services first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Connors Investor Services held 86,484 shares of Welltower worth $19.6M as of Q2 2026.
  • Connors Investor Services sold 626 Welltower shares in Q2 2026, an estimated $132K.
  • Welltower made up 1.7% of Connors Investor Services's portfolio in Q2 2026, its #19 holding.
  • Connors Investor Services first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Connors Investor Services's 13F filing for Q2 2026, filed 14 Aug 2026.