DV Trading’s Welltower WELL Stock Holding History

DV Trading’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	-1,200	Closed	-$237K	–	712
2026 Q1	$237K	Buy	1,200 +1,194	+19,900%	+$236K	0.01%	387
2025 Q4	$1.11K	Buy	+6	New	+$1.12K	﹤0.01%	938

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DV Trading's WELL Position: Q2 2026 in Review

DV Trading sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,200 shares — an estimated $237K sold.

DV Trading first reported a position in WELL in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

DV Trading reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
DV Trading sold 1,200 Welltower shares in Q2 2026, an estimated $237K.
DV Trading first reported a position in Welltower in Q4 2025 and held it in 2 quarters.
DV Trading's Welltower position peaked at $237K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on DV Trading's 13F filing for Q2 2026, filed 14 Aug 2026.