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Donoghue Forlines’s Welltower WELL Stock Holding History

Donoghue Forlines’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 		$767K Sell
3,879
-9,544
-71% -$1.89M 0.21% 114
2025
Q4 		$2.49M Buy
+13,423
New +$2.51M 0.77% 21
2025
Q2 		– Sell
-15,281
Closed -$2.34M – 145
2025
Q1 		$2.34M Sell
15,281
-1,334
-8% -$190K 0.74% 26
2024
Q4 		$2.09M Buy
+16,615
New +$2.18M 0.7% 18

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

Donoghue Forlines's WELL Position: Q1 2026 in Review

Donoghue Forlines reduced its Welltower (WELL) stake by 71% in Q1 2026, selling an estimated $1.89M and leaving 3,879 shares worth $767K. The position accounts for 0.21% of the portfolio, ranked #114.

Donoghue Forlines first reported a position in WELL in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.49M in Q4 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Donoghue Forlines held 3,879 shares of Welltower worth $767K as of Q1 2026.
  • Donoghue Forlines sold 9,544 Welltower shares in Q1 2026, an estimated $1.89M.
  • Welltower made up 0.21% of Donoghue Forlines's portfolio in Q1 2026, its #114 holding.
  • Donoghue Forlines first reported a position in Welltower in Q4 2024 and has held it in 4 quarters since.
  • Donoghue Forlines's Welltower position peaked at $2.49M in Q4 2025.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.