GAMCO Investors’s Welltower WELL Stock Holding History

GAMCO Investors’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 Q1	$4.78M	Buy	24,173 +7	+0%	+$1.38K	0.05%	366
2025 Q4	$4.49M	Hold	24,166	–	–	0.04%	388
2025 Q3	$4.3M	Hold	24,166	–	–	0.04%	388
2025 Q2	$3.72M	Hold	24,166	–	–	0.04%	410
2025 Q1	$3.7M	Sell	24,166 -584	-2%	-$83.2K	0.04%	381
2024 Q4	$3.12M	Buy	24,750 +1,000	+4%	+$131K	0.03%	431
2024 Q3	$3.04M	Sell	23,750 -500	-2%	-$58.3K	0.03%	429
2024 Q2	$2.53M	Hold	24,250	–	–	0.03%	459
2024 Q1	$2.27M	Buy	24,250 +15,000	+162%	+$1.36M	0.02%	477
2023 Q4	$834K	Hold	9,250	–	–	0.01%	617
2023 Q3	$758K	Sell	9,250 -1,250	-12%	-$103K	0.01%	618
2023 Q2	$849K	Hold	10,500	–	–	0.01%	602
2023 Q1	$753K	Hold	10,500	–	–	0.01%	637
2022 Q4	$688K	Sell	10,500 -5,090	-33%	-$327K	0.01%	656
2022 Q3	$1M	Buy	15,590 +90	+0.6%	+$7.04K	0.01%	572
2022 Q2	$1.28M	Hold	15,500	–	–	0.01%	540
2022 Q1	$1.49M	Hold	15,500	–	–	0.01%	554
2021 Q4	$1.33M	Hold	15,500	–	–	0.01%	575
2021 Q3	$1.28M	Buy	15,500 +2,000	+15%	+$172K	0.01%	593
2021 Q2	$1.12M	Buy	+13,500	New	+$1.03M	0.01%	629

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GAMCO Investors's WELL Position: Q1 2026 in Review

GAMCO Investors increased its Welltower (WELL) stake by 0.03% in Q1 2026, buying an estimated $1.38K and bringing the position to 24,173 shares worth $4.78M. The position accounts for 0.05% of the portfolio, ranked #366.

GAMCO Investors first reported a position in WELL in Q2 2021 and has held it in 20 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

GAMCO Investors held 24,173 shares of Welltower worth $4.78M as of Q1 2026.
GAMCO Investors bought 7 Welltower shares in Q1 2026, an estimated $1.38K.
Welltower made up 0.05% of GAMCO Investors's portfolio in Q1 2026, its #366 holding.
GAMCO Investors first reported a position in Welltower in Q2 2021 and has held it in 20 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.