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Corient IA’s Welltower WELL Stock Holding History

Corient IA’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 		$401K Sell
2,030
-470
-19% -$92.9K 0.38% 93
2025
Q4 		$464K Hold
2,500
– – 0.44% 79
2025
Q3 		$445K Hold
2,500
– – 0.33% 114
2025
Q2 		$384K Hold
2,500
– – 0.23% 176
2025
Q1 		$383K Buy
+2,500
New +$356K 0.27% 151

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Corient IA's WELL Position: Q1 2026 in Review

Corient IA reduced its Welltower (WELL) stake by 19% in Q1 2026, selling an estimated $92.9K and leaving 2,030 shares worth $401K. The position accounts for 0.38% of the portfolio, ranked #93.

Corient IA first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $464K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Corient IA held 2,030 shares of Welltower worth $401K as of Q1 2026.
  • Corient IA sold 470 Welltower shares in Q1 2026, an estimated $92.9K.
  • Welltower made up 0.38% of Corient IA's portfolio in Q1 2026, its #93 holding.
  • Corient IA first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Welltower position peaked at $464K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.