Ensign Peak Advisors
WELL icon

Ensign Peak Advisors’s Welltower WELL Stock Holding History

Ensign Peak Advisors’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 		$74.7M Buy
329,234
+20,340
+7% +$4.3M 0.12% 155
2026
Q1 		$61.1M Buy
308,894
+159,584
+107% +$31.5M 0.11% 162
2025
Q4 		$27.7M Sell
149,310
-22,288
-13% -$4.16M 0.05% 254
2025
Q3 		$30.6M Sell
171,598
-7,852
-4% -$1.29M 0.05% 256
2025
Q2 		$27.6M Buy
179,450
+13,420
+8% +$2.01M 0.05% 261
2025
Q1 		$25.4M Buy
166,030
+19,380
+13% +$2.76M 0.05% 265
2024
Q4 		$18.5M Buy
146,650
+2,305
+2% +$303K 0.03% 336
2024
Q3 		$18.5M Buy
144,345
+5,691
+4% +$664K 0.03% 345
2024
Q2 		$14.5M Buy
138,654
+95,559
+222% +$9.36M 0.03% 368
2024
Q1 		$4.03M Buy
43,095
+18,055
+72% +$1.63M 0.01% 691
2023
Q4 		$2.26M Buy
25,040
+9,515
+61% +$826K ﹤0.01% 866
2023
Q3 		$1.27M Sell
15,525
-29,965
-66% -$2.46M ﹤0.01% 1022
2023
Q2 		$3.68M Buy
45,490
+33,690
+286% +$2.6M 0.01% 674
2023
Q1 		$846K Hold
11,800
– – ﹤0.01% 1379
2022
Q4 		$773K Hold
11,800
– – ﹤0.01% 1370
2022
Q3 		$759K Sell
11,800
-1,410
-11% -$110K ﹤0.01% 1231
2022
Q2 		$1.09M Sell
13,210
-7,701
-37% -$685K ﹤0.01% 1076
2022
Q1 		$2.01M Sell
20,911
-11,995
-36% -$1.04M ﹤0.01% 887
2021
Q4 		$2.82M Sell
32,906
-2,637
-7% -$220K 0.01% 839
2021
Q3 		$2.93M Sell
35,543
-2,691
-7% -$231K 0.01% 894
2021
Q2 		$3.18M Sell
38,234
-15,255
-29% -$1.17M 0.01% 853
2021
Q1 		$3.83M Sell
53,489
-55,258
-51% -$3.71M 0.01% 747
2020
Q4 		$7.03M Sell
108,747
-8,702
-7% -$528K 0.02% 511
2020
Q3 		$6.47M Sell
117,449
-43,240
-27% -$2.37M 0.02% 549
2020
Q2 		$8.32M Buy
160,689
+14,040
+10% +$690K 0.02% 468
2020
Q1 		$6.71M Sell
146,649
-190,864
-57% -$14.1M 0.02% 440
2019
Q4 		$27.6M Buy
+337,513
New +$28.9M 0.07% 239

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

Ensign Peak Advisors's WELL Position: Q2 2026 in Review

Ensign Peak Advisors increased its Welltower (WELL) stake by 6.6% in Q2 2026, buying an estimated $4.3M and bringing the position to 329,234 shares worth $74.7M. The position accounts for 0.12% of the portfolio, ranked #155.

Ensign Peak Advisors first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ensign Peak Advisors held 329,234 shares of Welltower worth $74.7M as of Q2 2026.
  • Ensign Peak Advisors bought 20,340 Welltower shares in Q2 2026, an estimated $4.3M.
  • Welltower made up 0.12% of Ensign Peak Advisors's portfolio in Q2 2026, its #155 holding.
  • Ensign Peak Advisors first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.