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Denali Advisors’s Welltower WELL Stock Holding History

Denali Advisors’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 		$2.16M Buy
9,499
+164
+2% +$34.7K 0.22% 121
2026
Q1 		$1.85M Sell
9,335
-31
-0.3% -$6.13K 0.21% 120
2025
Q4 		$1.74M Buy
9,366
+151
+2% +$28.2K 0.19% 116
2025
Q3 		$1.64M Sell
9,215
-5,181
-36% -$852K 0.19% 127
2025
Q2 		$2.21M Sell
14,396
-171
-1% -$25.6K 0.23% 113
2025
Q1 		$2.23M Buy
14,567
+400
+3% +$57K 0.25% 117
2024
Q4 		$1.79M Buy
14,167
+3,019
+27% +$396K 0.19% 137
2024
Q3 		$1.43M Buy
+11,148
New +$1.3M 0.15% 149

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

Denali Advisors's WELL Position: Q2 2026 in Review

Denali Advisors increased its Welltower (WELL) stake by 1.8% in Q2 2026, buying an estimated $34.7K and bringing the position to 9,499 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #121.

Denali Advisors first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q1 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Denali Advisors held 9,499 shares of Welltower worth $2.16M as of Q2 2026.
  • Denali Advisors bought 164 Welltower shares in Q2 2026, an estimated $34.7K.
  • Welltower made up 0.22% of Denali Advisors's portfolio in Q2 2026, its #121 holding.
  • Denali Advisors first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • Denali Advisors's Welltower position peaked at $2.23M in Q1 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.