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Gold Investment Management’s Welltower WELL Stock Holding History

Gold 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 		$552K Sell
2,433
-37
-1% -$7.82K 0.15% 89
2026
Q1 		$488K Hold
2,470
– – 0.15% 95
2025
Q4 		$458K Sell
2,470
-45
-2% -$8.4K 0.15% 93
2025
Q3 		$448K Hold
2,515
– – 0.15% 93
2025
Q2 		$386K Sell
2,515
-1,805
-42% -$270K 0.15% 94
2025
Q1 		$662K Sell
4,320
-164
-4% -$23.4K 0.28% 84
2024
Q4 		$565K Sell
4,484
-53
-1% -$6.96K 0.24% 85
2024
Q3 		$577K Sell
4,537
-94
-2% -$11K 0.24% 84
2024
Q2 		$483K Sell
4,631
-2,915
-39% -$286K 0.2% 90
2024
Q1 		$705K Sell
7,546
-9
-0.1% -$815 0.28% 83
2023
Q4 		$681K Buy
+7,555
New +$655K 0.29% 82

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

Gold Investment Management's WELL Position: Q2 2026 in Review

Gold Investment Management reduced its Welltower (WELL) stake by 1.5% in Q2 2026, selling an estimated $7.82K and leaving 2,433 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #89.

Gold Investment Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $705K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Gold Investment Management held 2,433 shares of Welltower worth $552K as of Q2 2026.
  • Gold Investment Management sold 37 Welltower shares in Q2 2026, an estimated $7.82K.
  • Welltower made up 0.15% of Gold Investment Management's portfolio in Q2 2026, its #89 holding.
  • Gold Investment Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Welltower position peaked at $705K in Q1 2024.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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