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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
Q2 		– Sell
-2,029
Closed -$401K – 2667
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
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

Engineers Gate Manager's WELL Position: Q2 2026 in Review

Engineers Gate Manager sold out of Welltower (WELL) in Q2 2026, closing a stake of 2,029 shares — an estimated $401K sold.

Engineers Gate Manager first reported a position in WELL in Q1 2020 and held it in 13 quarters. The position peaked at $8.18M in Q2 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Engineers Gate Manager reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 2,029 Welltower shares in Q2 2026, an estimated $401K.
  • Engineers Gate Manager first reported a position in Welltower in Q1 2020 and held it in 13 quarters.
  • Engineers Gate Manager's Welltower position peaked at $8.18M in Q2 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.