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WELL icon

Covestor’s Welltower WELL Stock Holding History

Covestor’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 		$32K Sell
142
-230
-62% -$48.6K 0.02% 1009
2026
Q1 		$74K Sell
372
-339
-48% -$67K 0.05% 451
2025
Q4 		$132K Buy
711
+466
+190% +$87K 0.07% 408
2025
Q3 		$44K Sell
245
-20
-8% -$3.29K 0.02% 969
2025
Q2 		$41K Sell
265
-12
-4% -$1.79K 0.02% 976
2025
Q1 		$43K Sell
277
-267
-49% -$38K 0.03% 909
2024
Q4 		$69K Sell
544
-58
-10% -$7.61K 0.04% 731
2024
Q3 		$77K Buy
602
+336
+126% +$39.2K 0.05% 669
2024
Q2 		$28K Buy
266
+4
+2% +$392 0.02% 1076
2024
Q1 		$25K Hold
262
– – 0.02% 1144
2023
Q4 		$24K Sell
262
-59
-18% -$5.12K 0.02% 1132
2023
Q3 		$26K Sell
321
-6
-2% -$493 0.02% 1028
2023
Q2 		$26K Sell
327
-3
-0.9% -$231 0.02% 1034
2023
Q1 		$24K Hold
330
– – 0.02% 949
2022
Q4 		$22K Buy
330
+68
+26% +$4.37K 0.02% 1008
2022
Q3 		$17K Sell
262
-984
-79% -$76.9K 0.02% 1058
2022
Q2 		$103K Buy
1,246
+948
+318% +$84.4K 0.08% 398
2022
Q1 		$29K Buy
298
+147
+97% +$12.8K 0.02% 957
2021
Q4 		$13K Buy
+151
New +$12.6K 0.02% 958

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

Covestor's WELL Position: Q2 2026 in Review

Covestor reduced its Welltower (WELL) stake by 62% in Q2 2026, selling an estimated $48.6K and leaving 142 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #1009.

Covestor first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. The position peaked at $132K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Covestor held 142 shares of Welltower worth $32K as of Q2 2026.
  • Covestor sold 230 Welltower shares in Q2 2026, an estimated $48.6K.
  • Welltower made up 0.02% of Covestor's portfolio in Q2 2026, its #1009 holding.
  • Covestor first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Welltower position peaked at $132K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.