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WELL icon

Inspire Investing’s Welltower WELL Stock Holding History

Inspire Investing’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 		$19.8M Buy
100,098
+30,839
+45% +$6.09M 1.15% 7
2025
Q4 		$12.9M Buy
69,259
+8,218
+13% +$1.53M 1.16% 9
2025
Q3 		$10.9M Sell
61,041
-7,707
-11% -$1.27M 1.06% 11
2025
Q2 		$10.6M Buy
68,748
+9,686
+16% +$1.45M 1.15% 10
2025
Q1 		$9.05M Buy
59,062
+2,996
+5% +$427K 1.08% 10
2024
Q4 		$7.07M Sell
56,066
-258
-0.5% -$33.9K 0.79% 13
2024
Q3 		$7.21M Buy
56,324
+53,785
+2,118% +$6.28M 0.74% 17
2024
Q2 		$265K Sell
2,539
-2,206
-46% -$216K 0.03% 752
2024
Q1 		$443K Sell
4,745
-152
-3% -$13.8K 0.05% 324
2023
Q4 		$442K Buy
4,897
+464
+10% +$40.3K 0.05% 359
2023
Q3 		$363K Buy
+4,433
New +$365K 0.05% 349
2020
Q2 		– Sell
-204
Closed -$9K – 730
2020
Q1 		$9K Buy
+204
New +$15.1K ﹤0.01% 712
2018
Q1 		– Sell
-13
Closed -$1K – 701
2017
Q4 		$1K Buy
+13
New +$873 ﹤0.01% 895

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

Inspire Investing's WELL Position: Q1 2026 in Review

Inspire Investing increased its Welltower (WELL) stake by 45% in Q1 2026, buying an estimated $6.09M and bringing the position to 100,098 shares worth $19.8M. The position accounts for 1.15% of the portfolio, ranked #7.

Inspire Investing first reported a position in WELL in Q4 2017 and has held it in 13 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Inspire Investing held 100,098 shares of Welltower worth $19.8M as of Q1 2026.
  • Inspire Investing bought 30,839 Welltower shares in Q1 2026, an estimated $6.09M.
  • Welltower made up 1.15% of Inspire Investing's portfolio in Q1 2026, its #7 holding.
  • Inspire Investing first reported a position in Welltower in Q4 2017 and has held it in 13 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.