FLPIM
WELL icon

F.L. Putnam Investment Management’s Welltower WELL Stock Holding History

F.L. Putnam Investment Management’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 		$1.1M Buy
4,832
+1,207
+33% +$255K 0.01% 357
2026
Q1 		$717K Buy
3,625
+72
+2% +$14.2K 0.01% 368
2025
Q4 		$660K Buy
3,553
+2
+0.1% +$374 0.01% 378
2025
Q3 		$633K Sell
3,551
-290
-8% -$47.7K 0.01% 380
2025
Q2 		$591K Sell
3,841
-135
-3% -$20.2K 0.01% 384
2025
Q1 		$609K Buy
3,976
+131
+3% +$18.7K 0.01% 380
2024
Q4 		$485K Buy
3,845
+14
+0.4% +$1.84K 0.01% 426
2024
Q3 		$491K Buy
3,831
+26
+0.7% +$3.03K 0.01% 432
2024
Q2 		$397K Buy
3,805
+21
+0.6% +$2.06K 0.01% 452
2024
Q1 		$354K Buy
3,784
+16
+0.4% +$1.45K 0.01% 392
2023
Q4 		$340K Buy
3,768
+64
+2% +$5.55K 0.01% 400
2023
Q3 		$303K Sell
3,704
-241
-6% -$19.8K 0.01% 410
2023
Q2 		$319K Sell
3,945
-19
-0.5% -$1.46K 0.01% 398
2023
Q1 		$284K Sell
3,964
-150
-4% -$10.9K 0.01% 367
2022
Q4 		$270K Sell
4,114
-189
-4% -$12.2K 0.01% 361
2022
Q3 		$277K Sell
4,303
-98
-2% -$7.66K 0.01% 344
2022
Q2 		$362K Buy
4,401
+804
+22% +$71.5K 0.01% 318
2022
Q1 		$346K Buy
3,597
+246
+7% +$21.4K 0.01% 322
2021
Q4 		$287K Sell
3,351
-245
-7% -$20.4K 0.01% 343
2021
Q3 		$296K Buy
3,596
+170
+5% +$14.6K 0.01% 334
2021
Q2 		$285K Sell
3,426
-129
-4% -$9.88K 0.01% 345
2021
Q1 		$255K Buy
+3,555
New +$239K 0.01% 318
2020
Q1 		– Sell
-3,852
Closed -$315K – 329
2019
Q4 		$315K Buy
3,852
+42
+1% +$3.6K 0.02% 256
2019
Q3 		$345K Buy
3,810
+3,738
+5,192% +$325K 0.02% 232
2019
Q2 		$6K Buy
+72
New +$5.66K ﹤0.01% 268

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

F.L. Putnam Investment Management's WELL Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its Welltower (WELL) stake by 33% in Q2 2026, buying an estimated $255K and bringing the position to 4,832 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #357.

F.L. Putnam Investment Management first reported a position in WELL in Q2 2019 and has held it in 25 quarters since. 1,059 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • F.L. Putnam Investment Management held 4,832 shares of Welltower worth $1.1M as of Q2 2026.
  • F.L. Putnam Investment Management bought 1,207 Welltower shares in Q2 2026, an estimated $255K.
  • Welltower made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #357 holding.
  • F.L. Putnam Investment Management first reported a position in Welltower in Q2 2019 and has held it in 25 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.