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Custom Index Systems’s Welltower WELL Stock Holding History

Custom Index Systems’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 		$843K Sell
4,266
-1,078
-20% -$213K 0.37% 76
2025
Q4 		$992K Sell
5,344
-2,476
-32% -$462K 0.44% 62
2025
Q3 		$1.39M Buy
7,820
+2,586
+49% +$425K 0.41% 71
2025
Q2 		$805K Sell
5,234
-4,741
-48% -$708K 0.38% 78
2025
Q1 		$1.53M Buy
9,975
+8,313
+500% +$1.18M 0.77% 21
2024
Q4 		$209K Buy
+1,662
New +$218K 0.11% 236

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

Custom Index Systems's WELL Position: Q1 2026 in Review

Custom Index Systems reduced its Welltower (WELL) stake by 20% in Q1 2026, selling an estimated $213K and leaving 4,266 shares worth $843K. The position accounts for 0.37% of the portfolio, ranked #76.

Custom Index Systems first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Custom Index Systems held 4,266 shares of Welltower worth $843K as of Q1 2026.
  • Custom Index Systems sold 1,078 Welltower shares in Q1 2026, an estimated $213K.
  • Welltower made up 0.37% of Custom Index Systems's portfolio in Q1 2026, its #76 holding.
  • Custom Index Systems first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • Custom Index Systems's Welltower position peaked at $1.53M in Q1 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.