GS
WELL icon

GWN Securities’s Welltower WELL Stock Holding History

GWN Securities’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 		$743K Sell
3,275
-155
-5% -$32.8K 0.12% 219
2026
Q1 		$678K Buy
3,430
+221
+7% +$43.7K 0.13% 201
2025
Q4 		$596K Buy
3,209
+530
+20% +$99K 0.12% 196
2025
Q3 		$479K Sell
2,679
-277
-9% -$45.5K 0.11% 207
2025
Q2 		$456K Buy
+2,956
New +$442K 0.08% 224

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

GWN Securities's WELL Position: Q2 2026 in Review

GWN Securities reduced its Welltower (WELL) stake by 4.5% in Q2 2026, selling an estimated $32.8K and leaving 3,275 shares worth $743K. The position accounts for 0.12% of the portfolio, ranked #219.

GWN Securities 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.

  • GWN Securities held 3,275 shares of Welltower worth $743K as of Q2 2026.
  • GWN Securities sold 155 Welltower shares in Q2 2026, an estimated $32.8K.
  • Welltower made up 0.12% of GWN Securities's portfolio in Q2 2026, its #219 holding.
  • GWN Securities 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 GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.