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Dakota Wealth Management’s Welltower WELL Stock Holding History

Dakota Wealth Management’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 		$605K Sell
2,666
-210
-7% -$44.4K 0.01% 543
2026
Q1 		$569K Sell
2,876
-621
-18% -$123K 0.01% 520
2025
Q4 		$649K Buy
+3,497
New +$653K 0.01% 494
2024
Q4 		– Sell
-9,336
Closed -$1.2M – 802
2024
Q3 		$1.2M Buy
9,336
+1,381
+17% +$161K 0.03% 337
2024
Q2 		$829K Buy
7,955
+1,030
+15% +$101K 0.02% 404
2024
Q1 		$647K Buy
6,925
+1,367
+25% +$124K 0.02% 456
2023
Q4 		$501K Buy
+5,558
New +$482K 0.02% 417

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

Dakota Wealth Management's WELL Position: Q2 2026 in Review

Dakota Wealth Management reduced its Welltower (WELL) stake by 7.3% in Q2 2026, selling an estimated $44.4K and leaving 2,666 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #543.

Dakota Wealth Management first reported a position in WELL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2024. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dakota Wealth Management held 2,666 shares of Welltower worth $605K as of Q2 2026.
  • Dakota Wealth Management sold 210 Welltower shares in Q2 2026, an estimated $44.4K.
  • Welltower made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Dakota Wealth Management first reported a position in Welltower in Q4 2023 and has held it in 7 quarters since.
  • Dakota Wealth Management's Welltower position peaked at $1.2M in Q3 2024.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.