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Fideuram - Intesa Sanpaolo Private Banking’s Welltower WELL Stock Holding History

Fideuram - Intesa Sanpaolo Private Banking’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 		$1.08M Buy
4,748
+2,180
+85% +$461K 0.03% 284
2026
Q1 		$508K Sell
2,568
-5,420
-68% -$1.07M 0.02% 331
2025
Q4 		$1.48M Buy
+7,988
New +$1.49M 0.05% 252

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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

Fideuram - Intesa Sanpaolo Private Banking's WELL Position: Q2 2026 in Review

Fideuram - Intesa Sanpaolo Private Banking increased its Welltower (WELL) stake by 85% in Q2 2026, buying an estimated $461K and bringing the position to 4,748 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #284.

Fideuram - Intesa Sanpaolo Private Banking first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.48M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fideuram - Intesa Sanpaolo Private Banking held 4,748 shares of Welltower worth $1.08M as of Q2 2026.
  • Fideuram - Intesa Sanpaolo Private Banking bought 2,180 Welltower shares in Q2 2026, an estimated $461K.
  • Welltower made up 0.03% of Fideuram - Intesa Sanpaolo Private Banking's portfolio in Q2 2026, its #284 holding.
  • Fideuram - Intesa Sanpaolo Private Banking first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • Fideuram - Intesa Sanpaolo Private Banking's Welltower position peaked at $1.48M in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fideuram - Intesa Sanpaolo Private Banking's 13F filing for Q2 2026, filed 23 Jul 2026.