GLA
WELL icon

Great Lakes Advisors’s Welltower WELL Stock Holding History

Great Lakes 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 		$1.47M Sell
6,478
-335
-5% -$70.8K 0.01% 468
2026
Q1 		$1.35M Sell
6,813
-99
-1% -$19.6K 0.01% 484
2025
Q4 		$1.28M Buy
6,912
+44
+0.6% +$8.22K 0.01% 491
2025
Q3 		$1.22M Buy
6,868
+3,361
+96% +$552K 0.01% 509
2025
Q2 		$539K Buy
3,507
+426
+14% +$63.7K ﹤0.01% 600
2025
Q1 		$472K Sell
3,081
-658
-18% -$93.8K ﹤0.01% 617
2024
Q4 		$471K Buy
3,739
+1,429
+62% +$188K ﹤0.01% 661
2024
Q3 		$296K Buy
+2,310
New +$270K ﹤0.01% 742
2020
Q3 		– Sell
-4,667
Closed -$242K – 627
2020
Q2 		$242K Sell
4,667
-555
-11% -$27.3K 0.01% 512
2020
Q1 		$239K Buy
5,222
+985
+23% +$72.7K 0.01% 501
2019
Q4 		$347K Buy
4,237
+1,205
+40% +$103K 0.01% 479
2019
Q3 		$275K Buy
+3,032
New +$264K 0.01% 495

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

Great Lakes Advisors's WELL Position: Q2 2026 in Review

Great Lakes Advisors reduced its Welltower (WELL) stake by 4.9% in Q2 2026, selling an estimated $70.8K and leaving 6,478 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #468.

Great Lakes Advisors first reported a position in WELL in Q3 2019 and has held it in 12 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Great Lakes Advisors held 6,478 shares of Welltower worth $1.47M as of Q2 2026.
  • Great Lakes Advisors sold 335 Welltower shares in Q2 2026, an estimated $70.8K.
  • Welltower made up 0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #468 holding.
  • Great Lakes Advisors first reported a position in Welltower in Q3 2019 and has held it in 12 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.