Corient Private Wealth
WELL icon

Corient Private Wealth’s Welltower WELL Stock Holding History

Corient Private Wealth’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 		$23.1M Sell
101,833
-7,315
-7% -$1.55M 0.03% 377
2026
Q1 		$21.5M Buy
109,148
+55,081
+102% +$10.9M 0.03% 385
2025
Q4 		$10M Buy
54,067
+3,915
+8% +$731K 0.01% 559
2025
Q3 		$8.93M Buy
50,152
+6,251
+14% +$1.03M 0.01% 544
2025
Q2 		$6.75M Sell
43,901
-1,300
-3% -$194K 0.01% 620
2025
Q1 		$6.93M Buy
45,201
+2,613
+6% +$372K 0.01% 593
2024
Q4 		$5.37M Sell
42,588
-1,439
-3% -$189K 0.01% 675
2024
Q3 		$5.64M Buy
44,027
+7,937
+22% +$926K 0.01% 718
2024
Q2 		$3.76M Buy
36,090
+1,434
+4% +$141K 0.01% 788
2024
Q1 		$3.24M Buy
34,656
+1,468
+4% +$133K 0.01% 832
2023
Q4 		$2.99M Buy
33,188
+1,025
+3% +$88.9K 0.01% 848
2023
Q3 		$2.64M Buy
32,163
+2,631
+9% +$216K 0.01% 817
2023
Q2 		$2.39M Buy
29,532
+2,566
+10% +$198K 0.01% 844
2023
Q1 		$1.94M Buy
26,966
+12,261
+83% +$889K 0.01% 853
2022
Q4 		$962K Buy
+14,705
New +$945K ﹤0.01% 927

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 Private Wealth's WELL Position: Q2 2026 in Review

Corient Private Wealth reduced its Welltower (WELL) stake by 6.7% in Q2 2026, selling an estimated $1.55M and leaving 101,833 shares worth $23.1M. The position accounts for 0.03% of the portfolio, ranked #377.

Corient Private Wealth first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Corient Private Wealth held 101,833 shares of Welltower worth $23.1M as of Q2 2026.
  • Corient Private Wealth sold 7,315 Welltower shares in Q2 2026, an estimated $1.55M.
  • Welltower made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #377 holding.
  • Corient Private Wealth first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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