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Douglas Lane & Associates’s Welltower WELL Stock Holding History

Douglas Lane & 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 		$242K Buy
1,067
+41
+4% +$8.67K ﹤0.01% 238
2026
Q1 		$203K Buy
+1,026
New +$203K ﹤0.01% 237
2025
Q4 		– Sell
-1,232
Closed -$219K – 247
2025
Q3 		$219K Buy
+1,232
New +$203K ﹤0.01% 230

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

Douglas Lane & Associates's WELL Position: Q2 2026 in Review

Douglas Lane & Associates increased its Welltower (WELL) stake by 4% in Q2 2026, buying an estimated $8.67K and bringing the position to 1,067 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Douglas Lane & Associates first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Douglas Lane & Associates held 1,067 shares of Welltower worth $242K as of Q2 2026.
  • Douglas Lane & Associates bought 41 Welltower shares in Q2 2026, an estimated $8.67K.
  • Welltower made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #238 holding.
  • Douglas Lane & Associates first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.