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Dorsey Wright & Associates’s Welltower WELL Stock Holding History

Dorsey Wright & Associates’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 		$11.3M Buy
49,572
+26,664
+116% +$5.64M 1.91% 18
2026
Q1 		$4.53M Buy
22,908
+13,014
+132% +$2.57M 0.56% 52
2025
Q4 		$1.84M Sell
9,894
-80
-0.8% -$14.9K 0.4% 76
2025
Q3 		$1.78M Sell
9,974
-32
-0.3% -$5.26K 0.4% 74
2025
Q2 		$1.54M Sell
10,006
-449
-4% -$67.1K 0.37% 89
2025
Q1 		$1.6M Buy
+10,455
New +$1.49M 0.41% 96

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

Dorsey Wright & Associates's WELL Position: Q2 2026 in Review

Dorsey Wright & Associates increased its Welltower (WELL) stake by 116% in Q2 2026, buying an estimated $5.64M and bringing the position to 49,572 shares worth $11.3M. The position accounts for 1.91% of the portfolio, ranked #18.

Dorsey Wright & Associates first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dorsey Wright & Associates held 49,572 shares of Welltower worth $11.3M as of Q2 2026.
  • Dorsey Wright & Associates bought 26,664 Welltower shares in Q2 2026, an estimated $5.64M.
  • Welltower made up 1.91% of Dorsey Wright & Associates's portfolio in Q2 2026, its #18 holding.
  • Dorsey Wright & Associates first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.