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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 $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

D.A. Davidson & Co's WELL Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Welltower (WELL) stake by 1.9% in Q2 2026, selling an estimated $36.6K and leaving 9,137 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #730.

D.A. Davidson & Co first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.19M in Q2 2014. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • D.A. Davidson & Co held 9,137 shares of Welltower worth $2.07M as of Q2 2026.
  • D.A. Davidson & Co sold 173 Welltower shares in Q2 2026, an estimated $36.6K.
  • Welltower made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #730 holding.
  • D.A. Davidson & Co first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • D.A. Davidson & Co's Welltower position peaked at $3.19M in Q2 2014.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.