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Delta Investment Management’s Welltower WELL Stock Holding History

Delta Investment 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 		$376K Buy
1,657
+3
+0.2% +$634 0.06% 191
2026
Q1 		$327K Buy
1,654
+99
+6% +$19.6K 0.06% 190
2025
Q4 		$289K Buy
+1,555
New +$290K 0.05% 217

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 $3.38T AUM 44.17% 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

Delta Investment Management's WELL Position: Q2 2026 in Review

Delta Investment Management increased its Welltower (WELL) stake by 0.18% in Q2 2026, buying an estimated $634 and bringing the position to 1,657 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #191.

Delta Investment Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Delta Investment Management held 1,657 shares of Welltower worth $376K as of Q2 2026.
  • Delta Investment Management bought 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.06% of Delta Investment Management's portfolio in Q2 2026, its #191 holding.
  • Delta Investment Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.