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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
Q2 		$908K Sell
3,999
-267
-6% -$56.4K 0.33% 79
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 $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

Custom Index Systems's WELL Position: Q2 2026 in Review

Custom Index Systems reduced its Welltower (WELL) stake by 6.3% in Q2 2026, selling an estimated $56.4K and leaving 3,999 shares worth $908K. The position accounts for 0.33% of the portfolio, ranked #79.

Custom Index Systems first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Custom Index Systems held 3,999 shares of Welltower worth $908K as of Q2 2026.
  • Custom Index Systems sold 267 Welltower shares in Q2 2026, an estimated $56.4K.
  • Welltower made up 0.33% of Custom Index Systems's portfolio in Q2 2026, its #79 holding.
  • Custom Index Systems first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Custom Index Systems's Welltower position peaked at $1.53M in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.