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Grimes & Company’s Welltower WELL Stock Holding History

Grimes & Company’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 		$3.62M Buy
15,957
+3,279
+26% +$693K 0.08% 153
2026
Q1 		$2.51M Buy
12,678
+1,020
+9% +$202K 0.07% 165
2025
Q4 		$2.16M Buy
11,658
+2,476
+27% +$462K 0.05% 187
2025
Q3 		$1.64M Buy
9,182
+6,451
+236% +$1.06M 0.04% 193
2025
Q2 		$420K Buy
+2,731
New +$408K 0.01% 293

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

Grimes & Company's WELL Position: Q2 2026 in Review

Grimes & Company increased its Welltower (WELL) stake by 26% in Q2 2026, buying an estimated $693K and bringing the position to 15,957 shares worth $3.62M. The position accounts for 0.08% of the portfolio, ranked #153.

Grimes & Company first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Grimes & Company held 15,957 shares of Welltower worth $3.62M as of Q2 2026.
  • Grimes & Company bought 3,279 Welltower shares in Q2 2026, an estimated $693K.
  • Welltower made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #153 holding.
  • Grimes & Company first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.