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Ingalls & Snyder LLC’s Welltower WELL Stock Holding History

Ingalls & Snyder LLC’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
Q1 		$869K Hold
4,395
– – 0.03% 232
2025
Q4 		$816K Hold
4,395
– – 0.03% 238
2025
Q3 		$783K Sell
4,395
-1,395
-24% -$229K 0.03% 250
2025
Q2 		$890K Sell
5,790
-70
-1% -$10.5K 0.03% 235
2025
Q1 		$898K Sell
5,860
-386
-6% -$55K 0.03% 233
2024
Q4 		$787K Hold
6,246
– – 0.03% 240
2024
Q3 		$800K Sell
6,246
-80
-1% -$9.34K 0.03% 247
2024
Q2 		$659K Hold
6,326
– – 0.03% 260
2024
Q1 		$591K Sell
6,326
-150
-2% -$13.6K 0.03% 275
2023
Q4 		$584K Sell
6,476
-1,350
-17% -$117K 0.03% 267
2023
Q3 		$641K Sell
7,826
-525
-6% -$43.2K 0.03% 256
2023
Q2 		$676K Hold
8,351
– – 0.03% 264
2023
Q1 		$599K Hold
8,351
– – 0.03% 256
2022
Q4 		$547K Hold
8,351
– – 0.03% 266
2022
Q3 		$537K Sell
8,351
-225
-3% -$17.6K 0.03% 257
2022
Q2 		$706K Sell
8,576
-50
-0.6% -$4.45K 0.04% 237
2022
Q1 		$829K Sell
8,626
-2,000
-19% -$174K 0.04% 246
2021
Q4 		$911K Sell
10,626
-915
-8% -$76.3K 0.04% 244
2021
Q3 		$951K Hold
11,541
– – 0.04% 240
2021
Q2 		$959K Sell
11,541
-250
-2% -$19.1K 0.04% 244
2021
Q1 		$845K Sell
11,791
-225
-2% -$15.1K 0.04% 240
2020
Q4 		$776K Sell
12,016
-450
-4% -$27.3K 0.04% 246
2020
Q3 		$687K Sell
12,466
-4,200
-25% -$231K 0.05% 216
2020
Q2 		$862K Sell
16,666
-1,250
-7% -$61.4K 0.05% 208
2020
Q1 		$820K Hold
17,916
– – 0.06% 217
2019
Q4 		$1.47M Sell
17,916
-1
-0% -$86 0.08% 163
2019
Q3 		$1.62M Buy
17,917
+20
+0.1% +$1.74K 0.08% 171
2019
Q2 		$1.46M Buy
17,897
+500
+3% +$39.3K 0.07% 183
2019
Q1 		$1.35M Sell
17,397
-41
-0.2% -$3.08K 0.06% 185
2018
Q4 		$1.21M Sell
17,438
-40
-0.2% -$2.72K 0.06% 189
2018
Q3 		$1.12M Sell
17,478
-1,299
-7% -$83.9K 0.05% 220
2018
Q2 		$1.18M Sell
18,777
-525
-3% -$29.3K 0.05% 190
2018
Q1 		$1.05M Sell
19,302
-130
-0.7% -$7.34K 0.05% 196
2017
Q4 		$1.24M Sell
19,432
-1,000
-5% -$67.1K 0.06% 193
2017
Q3 		$1.44M Sell
20,432
-197
-1% -$14.3K 0.07% 163
2017
Q2 		$1.54M Hold
20,629
– – 0.08% 156
2017
Q1 		$1.46M Buy
20,629
+250
+1% +$16.9K 0.08% 170
2016
Q4 		$1.36M Sell
20,379
-4,000
-16% -$265K 0.07% 169
2016
Q3 		$1.82M Buy
24,379
+914
+4% +$70K 0.1% 141
2016
Q2 		$1.79M Buy
23,465
+2,115
+10% +$150K 0.11% 140
2016
Q1 		$1.48M Buy
21,350
+2,450
+13% +$158K 0.09% 141
2015
Q4 		$1.28M Sell
18,900
-300
-2% -$19.6K 0.08% 149
2015
Q3 		$1.3M Buy
19,200
+250
+1% +$16.7K 0.09% 147
2015
Q2 		$1.24M Sell
18,950
-171
-0.9% -$12.3K 0.07% 158
2015
Q1 		$1.48M Buy
19,121
+750
+4% +$59K 0.08% 147
2014
Q4 		$1.39M Sell
18,371
-8
-0% -$571 0.08% 149
2014
Q3 		$1.15M Buy
18,379
+1,800
+11% +$116K 0.06% 168
2014
Q2 		$1.04M Buy
16,579
+2,950
+22% +$186K 0.05% 182
2014
Q1 		$812K Buy
13,629
+575
+4% +$32.9K 0.04% 192
2013
Q4 		$699K Hold
13,054
– – 0.04% 203
2013
Q3 		$814K Hold
13,054
– – 0.05% 185
2013
Q2 		$875K Buy
+13,054
New +$927K 0.06% 186

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ingalls & Snyder LLC's WELL Position: Q1 2026 in Review

Ingalls & Snyder LLC held its Welltower (WELL) position steady in Q1 2026 at 4,395 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #232.

Ingalls & Snyder LLC first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.82M in Q3 2016. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Ingalls & Snyder LLC held 4,395 shares of Welltower worth $869K as of Q1 2026.
  • Ingalls & Snyder LLC left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.03% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #232 holding.
  • Ingalls & Snyder LLC first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • Ingalls & Snyder LLC's Welltower position peaked at $1.82M in Q3 2016.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.