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Integrity Alliance’s Welltower WELL Stock Holding History

Integrity Alliance’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 		$282K Buy
1,241
+64
+5% +$13.5K 0.01% 691
2026
Q1 		$233K Sell
1,177
-3,962
-77% -$783K 0.01% 662
2025
Q4 		$954K Buy
+5,139
New +$960K 0.03% 321
2025
Q3 		– Sell
-5,305
Closed -$816K – 601
2025
Q2 		$816K Sell
5,305
-10
-0.2% -$1.49K 0.04% 245
2025
Q1 		$814K Buy
+5,315
New +$757K 0.03% 312

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

Integrity Alliance's WELL Position: Q2 2026 in Review

Integrity Alliance increased its Welltower (WELL) stake by 5.4% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,241 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #691.

Integrity Alliance first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $954K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Integrity Alliance held 1,241 shares of Welltower worth $282K as of Q2 2026.
  • Integrity Alliance bought 64 Welltower shares in Q2 2026, an estimated $13.5K.
  • Welltower made up 0.01% of Integrity Alliance's portfolio in Q2 2026, its #691 holding.
  • Integrity Alliance first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's Welltower position peaked at $954K in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.