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
Q1 		$21.5M Sell
109,148
-8,748
-7% -$1.73M 0.03% 385
2025
Q4 		$20.5M Buy
117,896
+67,744
+135% +$12.7M 0.01% 554
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 $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 Private Wealth's WELL Position: Q1 2026 in Review

Corient Private Wealth reduced its Welltower (WELL) stake by 7.4% in Q1 2026, selling an estimated $1.73M and leaving 109,148 shares worth $21.5M. The position accounts for 0.03% of the portfolio, ranked #385.

Corient Private Wealth first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Corient Private Wealth held 109,148 shares of Welltower worth $21.5M as of Q1 2026.
  • Corient Private Wealth sold 8,748 Welltower shares in Q1 2026, an estimated $1.73M.
  • Welltower made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #385 holding.
  • Corient Private Wealth first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.