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Contravisory Investment Management’s Welltower WELL Stock Holding History

Contravisory Investment Management’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 		$2.56M Buy
11,263
+246
+2% +$52K 0.45% 43
2026
Q1 		$2.18M Buy
11,017
+5,630
+105% +$1.11M 0.45% 42
2025
Q4 		$1,000K Sell
5,387
-229
-4% -$42.8K 0.2% 73
2025
Q3 		$1M Buy
5,616
+11
+0.2% +$1.81K 0.19% 67
2025
Q2 		$862K Buy
5,605
+3,250
+138% +$486K 0.17% 81
2025
Q1 		$361K Buy
2,355
+117
+5% +$16.7K 0.08% 186
2024
Q4 		$282K Buy
2,238
+98
+5% +$12.9K 0.06% 194
2024
Q3 		$274K Sell
2,140
-3
-0.1% -$350 0.06% 188
2024
Q2 		$223K Buy
+2,143
New +$210K 0.05% 196
2018
Q1 		– Sell
-6
Closed – – 462
2017
Q4 		$0 Buy
+6
New +$403 ﹤0.01% 530

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

Contravisory Investment Management's WELL Position: Q2 2026 in Review

Contravisory Investment Management increased its Welltower (WELL) stake by 2.2% in Q2 2026, buying an estimated $52K and bringing the position to 11,263 shares worth $2.56M. The position accounts for 0.45% of the portfolio, ranked #43.

Contravisory Investment Management first reported a position in WELL in Q4 2017 and has held it in 10 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Contravisory Investment Management held 11,263 shares of Welltower worth $2.56M as of Q2 2026.
  • Contravisory Investment Management bought 246 Welltower shares in Q2 2026, an estimated $52K.
  • Welltower made up 0.45% of Contravisory Investment Management's portfolio in Q2 2026, its #43 holding.
  • Contravisory Investment Management first reported a position in Welltower in Q4 2017 and has held it in 10 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.