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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Denali Advisors's WELL Position: Q1 2026 in Review

Denali Advisors reduced its Welltower (WELL) stake by 0.33% in Q1 2026, selling an estimated $6.13K and leaving 9,335 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #120.

Denali Advisors first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q1 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Denali Advisors held 9,335 shares of Welltower worth $1.85M as of Q1 2026.
  • Denali Advisors sold 31 Welltower shares in Q1 2026, an estimated $6.13K.
  • Welltower made up 0.21% of Denali Advisors's portfolio in Q1 2026, its #120 holding.
  • Denali Advisors first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's Welltower position peaked at $2.23M in Q1 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.