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WELL icon

Empowered Funds’s Welltower WELL Stock Holding History

Empowered Funds’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 		$13M Buy
57,241
+14,690
+35% +$3.11M 0.07% 316
2026
Q1 		$8.41M Buy
42,551
+1,847
+5% +$365K 0.05% 442
2025
Q4 		$7.56M Sell
40,704
-3,251
-7% -$607K 0.13% 186
2025
Q3 		$7.83M Buy
43,955
+8,449
+24% +$1.39M 0.08% 324
2025
Q2 		$5.46M Buy
35,506
+20,716
+140% +$3.1M 0.06% 410
2025
Q1 		$2.27M Buy
14,790
+3,564
+32% +$508K 0.03% 692
2024
Q4 		$1.41M Buy
11,226
+1,132
+11% +$149K 0.02% 868
2024
Q3 		$1.29M Buy
10,094
+696
+7% +$81.2K 0.02% 832
2024
Q2 		$980K Buy
9,398
+2,033
+28% +$199K 0.02% 867
2024
Q1 		$688K Buy
7,365
+1,901
+35% +$172K 0.01% 999
2023
Q4 		$493K Buy
5,464
+1,202
+28% +$104K 0.01% 990
2023
Q3 		$349K Buy
4,262
+780
+22% +$64.2K 0.01% 1022
2023
Q2 		$282K Buy
+3,482
New +$268K 0.01% 983

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

Empowered Funds's WELL Position: Q2 2026 in Review

Empowered Funds increased its Welltower (WELL) stake by 35% in Q2 2026, buying an estimated $3.11M and bringing the position to 57,241 shares worth $13M. The position accounts for 0.07% of the portfolio, ranked #316.

Empowered Funds first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Empowered Funds held 57,241 shares of Welltower worth $13M as of Q2 2026.
  • Empowered Funds bought 14,690 Welltower shares in Q2 2026, an estimated $3.11M.
  • Welltower made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #316 holding.
  • Empowered Funds first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.