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Dockside LLC’s Welltower WELL Stock Holding History

Dockside LLC’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 		– Sell
-12,886
Closed -$2.55M – 342
2026
Q1 		$2.55M Buy
+12,886
New +$2.55M 0.64% 53

Other funds holding WELL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Dockside LLC's WELL Position: Q2 2026 in Review

Dockside LLC opened a new position in Welltower (WELL) in Q2 2026: 23,680 shares worth $5.37M. The stake represents 1.26% of the portfolio and ranks #14 among its holdings.

781 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dockside LLC held 23,680 shares of Welltower worth $5.37M as of Q2 2026.
  • Welltower was a new Dockside LLC position in Q2 2026.
  • Welltower made up 1.26% of Dockside LLC's portfolio in Q2 2026, its #14 holding.
  • 781 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.