Garrison Bradford & Associates’s Welltower WELL Stock Holding History

Garrison Bradford & Associates’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	$2.98M	Sell	13,126 -150	-1%	-$31.7K	3.23%	13
2026 Q1	$2.62M	Buy	13,276 +100	+0.8%	+$19.8K	2.97%	12
2025 Q4	$2.45M	Sell	13,176 -75	-0.6%	-$14K	2.66%	14
2025 Q3	$2.36M	Buy	13,251 +1,755	+15%	+$288K	2.52%	15
2025 Q2	$1.77M	Sell	11,496 -430	-4%	-$64.3K	1.96%	15
2025 Q1	$1.83M	Hold	11,926	–	–	2.01%	15
2024 Q4	$1.5M	Sell	11,926 -241	-2%	-$31.6K	1.57%	16
2024 Q3	$1.56M	Sell	12,167 -213	-2%	-$24.9K	1.54%	17
2024 Q2	$1.29M	Hold	12,380	–	–	1.33%	18
2024 Q1	$1.16M	Hold	12,380	–	–	1.19%	18
2023 Q4	$1.12M	Hold	12,380	–	–	1.23%	18
2023 Q3	$1.01M	Hold	12,380	–	–	1.2%	18
2023 Q2	$1M	Hold	12,380	–	–	1.21%	18
2023 Q1	$888K	Hold	12,380	–	–	1.1%	18
2022 Q4	$812K	Buy	12,380 +700	+6%	+$45K	0.99%	19
2022 Q3	$751K	Buy	11,680 +1,557	+15%	+$122K	0.91%	20
2022 Q2	$834K	Hold	10,123	–	–	0.95%	18
2022 Q1	$973K	Sell	10,123 -350	-3%	-$30.4K	0.95%	19
2021 Q4	$898K	Hold	10,473	–	–	0.81%	24
2021 Q3	$863K	Hold	10,473	–	–	0.88%	25
2021 Q2	$870K	Sell	10,473 -500	-5%	-$38.3K	0.9%	21
2021 Q1	$786K	Buy	10,973 +968	+10%	+$65K	0.88%	23
2020 Q4	$647K	Buy	10,005 +1,800	+22%	+$109K	0.79%	25
2020 Q3	$452K	Sell	8,205 -1,500	-15%	-$82.4K	0.64%	27
2020 Q2	$502K	Hold	9,705	–	–	0.73%	25
2020 Q1	$444K	Sell	9,705 -400	-4%	-$29.5K	0.76%	26
2019 Q4	$826K	Buy	10,105 +250	+3%	+$21.4K	1.04%	22
2019 Q3	$893K	Sell	9,855 -600	-6%	-$52.2K	1.22%	19
2019 Q2	$852K	Hold	10,455	–	–	1%	23
2019 Q1	$811K	Sell	10,455 -1,300	-11%	-$97.5K	0.69%	33
2018 Q4	$816K	Sell	11,755 -1,500	-11%	-$102K	0.74%	26
2018 Q3	$853K	Hold	13,255	–	–	0.69%	26
2018 Q2	$831K	Buy	13,255 +150	+1%	+$8.36K	0.68%	26
2018 Q1	$713K	Buy	13,105 +1,500	+13%	+$84.7K	0.61%	29
2017 Q4	$740K	Buy	11,605 +400	+4%	+$26.8K	0.61%	30
2017 Q3	$787K	Sell	11,205 -1,000	-8%	-$72.7K	0.66%	25
2017 Q2	$914K	Hold	12,205	–	–	0.79%	22
2017 Q1	$864K	Sell	12,205 -800	-6%	-$54K	0.76%	25
2016 Q4	$870K	Buy	13,005 +3,400	+35%	+$225K	0.8%	24
2016 Q3	$718K	Sell	9,605 -5,000	-34%	-$383K	0.68%	28
2016 Q2	$1.11M	Sell	14,605 -7,000	-32%	-$497K	1.09%	19
2016 Q1	$1.5M	Buy	21,605 +100	+0.5%	+$6.45K	1.74%	18
2015 Q4	$1.46M	Hold	21,505	–	–	1.64%	17
2015 Q3	$1.46M	Buy	21,505 +1,000	+5%	+$66.8K	1.61%	19
2015 Q2	$1.35M	Buy	20,505 +425	+2%	+$30.5K	1.31%	19
2015 Q1	$1.55M	Sell	20,080 -8,650	-30%	-$681K	1.45%	19
2014 Q4	$2.17M	Sell	28,730 -3,528	-11%	-$252K	1.97%	14
2014 Q3	$2.01M	Hold	32,258	–	–	2.01%	15
2014 Q2	$2.02M	Hold	32,258	–	–	1.88%	15
2014 Q1	$1.92M	Buy	32,258 +100	+0.3%	+$5.71K	1.85%	16
2013 Q4	$1.72M	Sell	32,158 -200	-0.6%	-$11.9K	1.63%	19
2013 Q3	$2.02M	Hold	32,358	–	–	2.07%	15
2013 Q2	$2.17M	Buy	+32,358	New	+$2.3M	2.33%	11

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Garrison Bradford & Associates's WELL Position: Q2 2026 in Review

Garrison Bradford & Associates reduced its Welltower (WELL) stake by 1.1% in Q2 2026, selling an estimated $31.7K and leaving 13,126 shares worth $2.98M. The position accounts for 3.23% of the portfolio, ranked #13.

Garrison Bradford & Associates first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 590 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Garrison Bradford & Associates held 13,126 shares of Welltower worth $2.98M as of Q2 2026.
Garrison Bradford & Associates sold 150 Welltower shares in Q2 2026, an estimated $31.7K.
Welltower made up 3.23% of Garrison Bradford & Associates's portfolio in Q2 2026, its #13 holding.
Garrison Bradford & Associates first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
590 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Garrison Bradford & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.