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Institute for Wealth Management’s Welltower WELL Stock Holding History

Institute for Wealth 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 		$152K Buy
+671
New +$142K 0.01% 585
2020
Q1 		– Sell
-2,490
Closed -$204K – 680
2019
Q4 		$204K Buy
2,490
+104
+4% +$8.9K 0.05% 419
2019
Q3 		$216K Sell
2,386
-228
-9% -$19.8K 0.05% 383
2019
Q2 		$213K Buy
+2,614
New +$205K 0.05% 422

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's WELL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Welltower (WELL) in Q2 2026: 671 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in WELL as recently as Q4 2019.

Institute for Wealth Management first reported a position in WELL in Q2 2019 and has held it in 4 quarters since. The position peaked at $216K in Q3 2019. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Institute for Wealth Management held 671 shares of Welltower worth $152K as of Q2 2026.
  • Welltower was a new Institute for Wealth Management position in Q2 2026.
  • Welltower made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Institute for Wealth Management first reported a position in Welltower in Q2 2019 and has held it in 4 quarters since.
  • Institute for Wealth Management's Welltower position peaked at $216K in Q3 2019.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.