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Edgestream Partners’s Welltower WELL Stock Holding History

Edgestream 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
Q1 		$3.56M Buy
17,991
+13,231
+278% +$2.61M 0.12% 334
2025
Q4 		$884K Sell
4,760
-9,876
-67% -$1.84M 0.02% 720
2025
Q3 		$2.61M Buy
14,636
+13,044
+819% +$2.14M 0.08% 454
2025
Q2 		$245K Sell
1,592
-5,820
-79% -$870K 0.01% 805
2025
Q1 		$1.14M Sell
7,412
-6,965
-48% -$992K 0.04% 587
2024
Q4 		$1.81M Buy
14,377
+8,877
+161% +$1.17M 0.08% 419
2024
Q3 		$704K Sell
5,500
-655
-11% -$76.4K 0.03% 639
2024
Q2 		$642K Buy
6,155
+3,616
+142% +$354K 0.03% 627
2024
Q1 		$237K Sell
2,539
-686
-21% -$62.1K 0.01% 761
2023
Q4 		$291K Buy
+3,225
New +$280K 0.02% 729
2023
Q1 		– Sell
-4,034
Closed -$264K – 666
2022
Q4 		$264K Sell
4,034
-7,964
-66% -$512K 0.03% 453
2022
Q3 		$772K Buy
+11,998
New +$938K 0.06% 303
2022
Q2 		– Sell
-6,057
Closed -$582K – 641
2022
Q1 		$582K Buy
+6,057
New +$526K 0.05% 403
2021
Q2 		– Sell
-25,043
Closed -$1.79M – 541
2021
Q1 		$1.79M Buy
25,043
+11,077
+79% +$744K 0.1% 250
2020
Q4 		$902K Sell
13,966
-68,924
-83% -$4.18M 0.05% 294
2020
Q3 		$4.57M Buy
82,890
+21,592
+35% +$1.19M 0.3% 115
2020
Q2 		$3.17M Buy
61,298
+26,619
+77% +$1.31M 0.17% 158
2020
Q1 		$1.59M Sell
34,679
-27,624
-44% -$2.04M 0.15% 160
2019
Q4 		$5.09M Buy
+62,303
New +$5.33M 0.26% 116
2018
Q2 		– Sell
-9,189
Closed -$500K – 299
2018
Q1 		$500K Buy
+9,189
New +$519K 0.1% 183
2017
Q4 		– Sell
-3,733
Closed -$262K – 122
2017
Q3 		$262K Sell
3,733
-2,626
-41% -$191K 0.14% 104
2017
Q2 		$476K Sell
6,359
-2,025
-24% -$148K 0.18% 84
2017
Q1 		$594K Buy
8,384
+4,460
+114% +$301K 0.26% 82
2016
Q4 		$263K Sell
3,924
-26,643
-87% -$1.76M 0.55% 57
2016
Q3 		$2.29M Buy
+30,567
New +$2.34M 1.26% 23

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edgestream Partners's WELL Position: Q1 2026 in Review

Edgestream Partners increased its Welltower (WELL) stake by 278% in Q1 2026, buying an estimated $2.61M and bringing the position to 17,991 shares worth $3.56M. The position accounts for 0.12% of the portfolio, ranked #334.

Edgestream Partners first reported a position in WELL in Q3 2016 and has held it in 25 quarters since. The position peaked at $5.09M in Q4 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Edgestream Partners held 17,991 shares of Welltower worth $3.56M as of Q1 2026.
  • Edgestream Partners bought 13,231 Welltower shares in Q1 2026, an estimated $2.61M.
  • Welltower made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #334 holding.
  • Edgestream Partners first reported a position in Welltower in Q3 2016 and has held it in 25 quarters since.
  • Edgestream Partners's Welltower position peaked at $5.09M in Q4 2019.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.