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GW&K Investment Management’s Welltower WELL Stock Holding History

GW&K 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 		$100K Sell
440
-5
-1% -$1.06K ﹤0.01% 481
2026
Q1 		$88K Buy
445
+53
+14% +$10.5K ﹤0.01% 475
2025
Q4 		$73K Buy
392
+32
+9% +$5.98K ﹤0.01% 497
2025
Q3 		$64K Buy
360
+1
+0.3% +$164 ﹤0.01% 498
2025
Q2 		$55K Buy
359
+33
+10% +$4.93K ﹤0.01% 495
2025
Q1 		$50K Buy
326
+56
+21% +$7.98K ﹤0.01% 490
2024
Q4 		$34K Buy
270
+12
+5% +$1.57K ﹤0.01% 524
2024
Q3 		$33K Buy
258
+57
+28% +$6.65K ﹤0.01% 513
2024
Q2 		$21K Buy
201
+33
+20% +$3.23K ﹤0.01% 565
2024
Q1 		$16K Sell
168
-5
-3% -$453 ﹤0.01% 579
2023
Q4 		$16K Buy
173
+30
+21% +$2.6K ﹤0.01% 562
2023
Q3 		$12K Buy
143
+8
+6% +$658 ﹤0.01% 582
2023
Q2 		$11K Buy
135
+132
+4,400% +$10.2K ﹤0.01% 594
2023
Q1 		$0 Buy
+3
New +$218 ﹤0.01% 619
2022
Q3 		– Sell
-33
Closed -$3K – 821
2022
Q2 		$3K Buy
33
+9
+38% +$801 ﹤0.01% 716
2022
Q1 		$2K Buy
+24
New +$2.08K ﹤0.01% 736

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

GW&K Investment Management's WELL Position: Q2 2026 in Review

GW&K Investment Management reduced its Welltower (WELL) stake by 1.1% in Q2 2026, selling an estimated $1.06K and leaving 440 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

GW&K Investment Management first reported a position in WELL in Q1 2022 and has held it in 16 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • GW&K Investment Management held 440 shares of Welltower worth $100K as of Q2 2026.
  • GW&K Investment Management sold 5 Welltower shares in Q2 2026, an estimated $1.06K.
  • Welltower made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #481 holding.
  • GW&K Investment Management first reported a position in Welltower in Q1 2022 and has held it in 16 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.