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Gallagher Fiduciary Advisors’s Welltower WELL Stock Holding History

Gallagher Fiduciary 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 		$881K Sell
3,881
-100
-3% -$21.1K 0.03% 123
2026
Q1 		$787K Sell
3,981
-2,559
-39% -$506K 0.03% 104
2025
Q4 		$1.21M Buy
6,540
+243
+4% +$45.4K 0.04% 87
2025
Q3 		$1.12M Sell
6,297
-2,516
-29% -$414K 0.04% 72
2025
Q2 		$1.35M Sell
8,813
-665
-7% -$99.4K 0.05% 60
2025
Q1 		$1.45M Buy
9,478
+113
+1% +$16.1K 0.05% 71
2024
Q4 		$1.18M Buy
9,365
+458
+5% +$60.1K 0.23% 55
2024
Q3 		$1.14M Sell
8,907
-428
-5% -$49.9K 0.23% 51
2024
Q2 		$973K Buy
9,335
+1,137
+14% +$111K 0.22% 52
2024
Q1 		$766K Buy
8,198
+316
+4% +$28.6K 0.03% 74
2023
Q4 		$711K Sell
7,882
-527
-6% -$45.7K 0.02% 80
2023
Q3 		$689K Sell
8,409
-331
-4% -$27.2K 0.06% 70
2023
Q2 		$707K Sell
8,740
-1,267
-13% -$97.6K 0.05% 90
2023
Q1 		$718K Buy
+10,007
New +$726K 0.06% 98

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

Gallagher Fiduciary Advisors's WELL Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Welltower (WELL) stake by 2.5% in Q2 2026, selling an estimated $21.1K and leaving 3,881 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #123.

Gallagher Fiduciary Advisors first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,881 shares of Welltower worth $881K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 100 Welltower shares in Q2 2026, an estimated $21.1K.
  • Welltower made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #123 holding.
  • Gallagher Fiduciary Advisors first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Welltower position peaked at $1.45M in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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