Engineers Gate Manager’s Welltower WELL Stock Holding History

Engineers Gate Manager’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	$401K	Buy	2,029 +757	+60%	+$150K	0.01%	1526
2025 Q4	$236K	Buy	+1,272	New	+$238K	﹤0.01%	1739
2025 Q3	–	Sell	-53,206	Closed	-$8.18M	–	2583
2025 Q2	$8.18M	Buy	53,206 +19,258	+57%	+$2.88M	0.1%	260
2025 Q1	$5.2M	Buy	33,948 +14,680	+76%	+$2.09M	0.09%	323
2024 Q4	$2.43M	Buy	19,268 +12,249	+175%	+$1.61M	0.04%	546
2024 Q3	$899K	Buy	+7,019	New	+$819K	0.02%	1064
2024 Q2	–	Sell	-19,688	Closed	-$1.84M	–	2261
2024 Q1	$1.84M	Sell	19,688 -4,043	-17%	-$366K	0.05%	518
2023 Q4	$2.14M	Buy	+23,731	New	+$2.06M	0.06%	451
2023 Q1	–	Sell	-18,941	Closed	-$1.24M	–	2043
2022 Q4	$1.24M	Sell	18,941 -4,205	-18%	-$270K	0.07%	372
2022 Q3	$1.49M	Buy	+23,146	New	+$1.81M	0.09%	273
2022 Q1	–	Sell	-13,118	Closed	-$1.13M	–	2350
2021 Q4	$1.13M	Buy	+13,118	New	+$1.09M	0.05%	561
2021 Q1	–	Sell	-6,848	Closed	-$443K	–	2159
2020 Q4	$443K	Buy	+6,848	New	+$416K	0.02%	1048
2020 Q2	–	Sell	-5,615	Closed	-$257K	–	2000
2020 Q1	$257K	Buy	+5,615	New	+$414K	0.02%	1124

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Engineers Gate Manager's WELL Position: Q1 2026 in Review

Engineers Gate Manager increased its Welltower (WELL) stake by 60% in Q1 2026, buying an estimated $150K and bringing the position to 2,029 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1526.

Engineers Gate Manager first reported a position in WELL in Q1 2020 and has held it in 13 quarters since. The position peaked at $8.18M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Engineers Gate Manager held 2,029 shares of Welltower worth $401K as of Q1 2026.
Engineers Gate Manager bought 757 Welltower shares in Q1 2026, an estimated $150K.
Welltower made up 0.01% of Engineers Gate Manager's portfolio in Q1 2026, its #1526 holding.
Engineers Gate Manager first reported a position in Welltower in Q1 2020 and has held it in 13 quarters since.
Engineers Gate Manager's Welltower position peaked at $8.18M in Q2 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.