D.J. St. Germain’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$944K Hold
4,159
0.03% 181
2026
Q1
$822K Sell
4,159
-107
-3% -$21.1K 0.03% 182
2025
Q4
$792K Sell
4,266
-209
-5% -$39K 0.03% 187
2025
Q3
$797K Buy
4,475
+9
+0.2% +$1.48K 0.03% 183
2025
Q2
$687K Buy
4,466
+2,074
+87% +$310K 0.03% 189
2025
Q1
$366K Sell
2,392
-1,107
-32% -$158K 0.02% 225
2024
Q4
$441K Buy
3,499
+2,949
+536% +$387K 0.02% 221
2024
Q3
$70.4K Buy
+550
New +$64.2K ﹤0.01% 359
2024
Q2
Sell
-100
Closed -$9.34K 846
2024
Q1
$9.34K Buy
+100
New +$9.05K ﹤0.01% 560

Other funds holding WELL

D.J. St. Germain's WELL Position: Q2 2026 in Review

D.J. St. Germain held its Welltower (WELL) position steady in Q2 2026 at 4,159 shares worth $944K. The position accounts for 0.03% of the portfolio, ranked #181.

D.J. St. Germain first reported a position in WELL in Q1 2024 and has held it in 9 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • D.J. St. Germain held 4,159 shares of Welltower worth $944K as of Q2 2026.
  • D.J. St. Germain left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.03% of D.J. St. Germain's portfolio in Q2 2026, its #181 holding.
  • D.J. St. Germain first reported a position in Welltower in Q1 2024 and has held it in 9 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.