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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
Q2 		$461K Hold
2,030
– – 0.42% 72
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 $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

Corient IA's WELL Position: Q2 2026 in Review

Corient IA held its Welltower (WELL) position steady in Q2 2026 at 2,030 shares worth $461K. The position accounts for 0.42% of the portfolio, ranked #72.

Corient IA first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $464K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Corient IA held 2,030 shares of Welltower worth $461K as of Q2 2026.
  • Corient IA left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.42% of Corient IA's portfolio in Q2 2026, its #72 holding.
  • Corient IA first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Welltower position peaked at $464K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.