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James Investment Research’s Welltower WELL Stock Holding History

James Investment Research’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 		$3.19M Buy
14,049
+3,953
+39% +$836K 0.32% 77
2026
Q1 		$2M Sell
10,096
-236
-2% -$46.6K 0.22% 105
2025
Q4 		$1.92M Buy
10,332
+2,517
+32% +$470K 0.21% 104
2025
Q3 		$1.39M Buy
+7,815
New +$1.28M 0.15% 132
2017
Q1 		– Sell
-47
Closed -$3K – 707
2016
Q4 		$3K Hold
47
– – ﹤0.01% 522
2016
Q3 		$4K Hold
47
– – ﹤0.01% 514
2016
Q2 		$4K Buy
+47
New +$3.34K ﹤0.01% 474
2014
Q1 		– Sell
-84
Closed -$4K – 559
2013
Q4 		$4K Buy
+84
New +$5K ﹤0.01% 516

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

James Investment Research's WELL Position: Q2 2026 in Review

James Investment Research increased its Welltower (WELL) stake by 39% in Q2 2026, buying an estimated $836K and bringing the position to 14,049 shares worth $3.19M. The position accounts for 0.32% of the portfolio, ranked #77.

James Investment Research first reported a position in WELL in Q4 2013 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • James Investment Research held 14,049 shares of Welltower worth $3.19M as of Q2 2026.
  • James Investment Research bought 3,953 Welltower shares in Q2 2026, an estimated $836K.
  • Welltower made up 0.32% of James Investment Research's portfolio in Q2 2026, its #77 holding.
  • James Investment Research first reported a position in Welltower in Q4 2013 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.