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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
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 $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

Covestor's WELL Position: Q1 2026 in Review

Covestor reduced its Welltower (WELL) stake by 48% in Q1 2026, selling an estimated $67K and leaving 372 shares worth $74K. The position accounts for 0.05% of the portfolio, ranked #451.

Covestor first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. The position peaked at $132K in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Covestor held 372 shares of Welltower worth $74K as of Q1 2026.
  • Covestor sold 339 Welltower shares in Q1 2026, an estimated $67K.
  • Welltower made up 0.05% of Covestor's portfolio in Q1 2026, its #451 holding.
  • Covestor first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Welltower position peaked at $132K in Q4 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.