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Easterly Investment Partners’s Welltower WELL Stock Holding History

Easterly 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 		$10.3M Sell
45,321
-2,024
-4% -$428K 0.52% 39
2026
Q1 		$9.28M Sell
47,345
-45,058
-49% -$8.9M 0.71% 37
2025
Q4 		$17.2M Buy
92,403
+59,967
+185% +$11.2M 1.05% 16
2025
Q3 		$5.78M Sell
32,436
-99,360
-75% -$16.3M 0.39% 72
2025
Q2 		$20.3M Buy
+131,796
New +$19.7M 1.45% 10
2025
Q1 		– Sell
-114,716
Closed -$14.5M – 213
2024
Q4 		$14.5M Buy
114,716
+101,704
+782% +$13.3M 1.14% 18
2024
Q3 		$1.67M Buy
+13,012
New +$1.52M 0.13% 133

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

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

Easterly Investment Partners reduced its Welltower (WELL) stake by 4.3% in Q2 2026, selling an estimated $428K and leaving 45,321 shares worth $10.3M. The position accounts for 0.52% of the portfolio, ranked #39.

Easterly Investment Partners first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.3M in Q2 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Easterly Investment Partners held 45,321 shares of Welltower worth $10.3M as of Q2 2026.
  • Easterly Investment Partners sold 2,024 Welltower shares in Q2 2026, an estimated $428K.
  • Welltower made up 0.52% of Easterly Investment Partners's portfolio in Q2 2026, its #39 holding.
  • Easterly Investment Partners first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • Easterly Investment Partners's Welltower position peaked at $20.3M in Q2 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.