EH
WELL icon

Equitable Holdings’s Welltower WELL Stock Holding History

Equitable Holdings’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 		$1.72M Sell
7,584
-2,220
-23% -$469K 0.01% 798
2026
Q1 		$1.85M Buy
9,804
+2,924
+43% +$578K 0.01% 762
2025
Q4 		$1.28M Buy
6,880
+680
+11% +$127K 0.01% 780
2025
Q3 		$1.1M Buy
6,200
+2,372
+62% +$390K 0.01% 810
2025
Q2 		$588K Buy
3,828
+321
+9% +$48K ﹤0.01% 955
2025
Q1 		$537K Buy
3,507
+417
+13% +$59.4K 0.01% 897
2024
Q4 		$389K Buy
3,090
+59
+2% +$7.74K ﹤0.01% 954
2024
Q3 		$388K Buy
3,031
+208
+7% +$24.3K ﹤0.01% 943
2024
Q2 		$294K Buy
2,823
+11
+0.4% +$1.08K ﹤0.01% 998
2024
Q1 		$263K Sell
2,812
-504
-15% -$45.6K ﹤0.01% 997
2023
Q4 		$299K Sell
3,316
-45
-1% -$3.9K ﹤0.01% 939
2023
Q3 		$275K Buy
3,361
+90
+3% +$7.4K ﹤0.01% 894
2023
Q2 		$265K Buy
3,271
+57
+2% +$4.39K ﹤0.01% 895
2023
Q1 		$230K Buy
+3,214
New +$233K ﹤0.01% 878
2022
Q2 		– Sell
-2,099
Closed -$202K – 926
2022
Q1 		$202K Buy
+2,099
New +$182K ﹤0.01% 840

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

Equitable Holdings's WELL Position: Q2 2026 in Review

Equitable Holdings reduced its Welltower (WELL) stake by 23% in Q2 2026, selling an estimated $469K and leaving 7,584 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #798.

Equitable Holdings first reported a position in WELL in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Equitable Holdings held 7,584 shares of Welltower worth $1.72M as of Q2 2026.
  • Equitable Holdings sold 2,220 Welltower shares in Q2 2026, an estimated $469K.
  • Welltower made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #798 holding.
  • Equitable Holdings first reported a position in Welltower in Q1 2022 and has held it in 15 quarters since.
  • Equitable Holdings's Welltower position peaked at $1.85M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.