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D.A. Davidson & Co’s Welltower WELL Stock Holding History

D.A. Davidson & Co’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
2022
Q3 		– Sell
-1
Closed -$2K – 1357
2022
Q2 		$2K Buy
+1
New +$89 ﹤0.01% 1278

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

D.A. Davidson & Co's WELL Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Welltower (WELL) stake by 42% in Q1 2026, selling an estimated $1.33M and leaving 9,310 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #724.

D.A. Davidson & Co first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.19M in Q2 2014. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • D.A. Davidson & Co held 9,310 shares of Welltower worth $1.84M as of Q1 2026.
  • D.A. Davidson & Co sold 6,752 Welltower shares in Q1 2026, an estimated $1.33M.
  • Welltower made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #724 holding.
  • D.A. Davidson & Co first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's Welltower position peaked at $3.19M in Q2 2014.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.