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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Connors Investor Services's WELL Position: Q1 2026 in Review

Connors Investor Services reduced its Welltower (WELL) stake by 10% in Q1 2026, selling an estimated $1.95M and leaving 87,110 shares worth $17.2M. The position accounts for 1.59% of the portfolio, ranked #20.

Connors Investor Services first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. The position peaked at $18M in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Connors Investor Services held 87,110 shares of Welltower worth $17.2M as of Q1 2026.
Connors Investor Services sold 9,881 Welltower shares in Q1 2026, an estimated $1.95M.
Welltower made up 1.59% of Connors Investor Services's portfolio in Q1 2026, its #20 holding.
Connors Investor Services first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
Connors Investor Services's Welltower position peaked at $18M in Q4 2025.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.