DIP
WELL icon

DT Investment Partners’s Welltower WELL Stock Holding History

DT Investment Partners’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 		$7.26K Hold
32
– – ﹤0.01% 419
2026
Q1 		$6.33K Hold
32
– – ﹤0.01% 433
2025
Q4 		$5.94K Hold
32
– – ﹤0.01% 471
2025
Q3 		$5.7K Hold
32
– – ﹤0.01% 463
2025
Q2 		$4.92K Hold
32
– – ﹤0.01% 469
2025
Q1 		$4.9K Hold
32
– – ﹤0.01% 482
2024
Q4 		$4.03K Hold
32
– – ﹤0.01% 504
2024
Q3 		$4.1K Buy
+32
New +$3.73K ﹤0.01% 542

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 $3.38T AUM 44.17% 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

DT Investment Partners's WELL Position: Q2 2026 in Review

DT Investment Partners held its Welltower (WELL) position steady in Q2 2026 at 32 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

DT Investment Partners first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • DT Investment Partners held 32 shares of Welltower worth $7.26K as of Q2 2026.
  • DT Investment Partners left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #419 holding.
  • DT Investment Partners first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.