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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
Q2 		– Sell
-3,879
Closed -$767K – 161
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 $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 $3.37T AUM 44.26% 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

Donoghue Forlines's WELL Position: Q2 2026 in Review

Donoghue Forlines sold out of Welltower (WELL) in Q2 2026, closing a stake of 3,879 shares — an estimated $767K sold.

Donoghue Forlines first reported a position in WELL in Q4 2024 and held it in 4 quarters. The position peaked at $2.49M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Donoghue Forlines reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Donoghue Forlines sold 3,879 Welltower shares in Q2 2026, an estimated $767K.
  • Donoghue Forlines first reported a position in Welltower in Q4 2024 and held it in 4 quarters.
  • Donoghue Forlines's Welltower position peaked at $2.49M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.