Joel Isaacson & Co’s Welltower WELL Stock Holding History

Joel Isaacson & Co’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	$1.02M	Hold	4,480	–	–	0.03%	194
2026 Q1	$886K	Hold	4,480	–	–	0.03%	204
2025 Q4	$832K	Buy	4,480 +83	+2%	+$15.5K	0.03%	211
2025 Q3	$783K	Hold	4,397	–	–	0.03%	207
2025 Q2	$676K	Hold	4,397	–	–	0.03%	217
2025 Q1	$674K	Hold	4,397	–	–	0.03%	204
2024 Q4	$554K	Hold	4,397	–	–	0.03%	216
2024 Q3	$563K	Hold	4,397	–	–	0.03%	200
2024 Q2	$458K	Hold	4,397	–	–	0.02%	227
2024 Q1	$411K	Hold	4,397	–	–	0.02%	236
2023 Q4	$396K	Hold	4,397	–	–	0.02%	218
2023 Q3	$360K	Hold	4,397	–	–	0.02%	222
2023 Q2	$356K	Hold	4,397	–	–	0.02%	234
2023 Q1	$315K	Hold	4,397	–	–	0.02%	248
2022 Q4	$288K	Sell	4,397 -50	-1%	-$3.21K	0.02%	249
2022 Q3	$286K	Hold	4,447	–	–	0.02%	238
2022 Q2	$366K	Hold	4,447	–	–	0.03%	201
2022 Q1	$429K	Buy	4,447 +50	+1%	+$4.34K	0.03%	198
2021 Q4	$377K	Hold	4,397	–	–	0.03%	227
2021 Q3	$362K	Buy	+4,397	New	+$378K	0.03%	224
2019 Q2	–	Sell	-13,505	Closed	-$1.05M	–	224
2019 Q1	$1.05M	Sell	13,505 -1,105	-8%	-$82.9K	0.15%	79
2018 Q4	$1.04M	Buy	+14,610	New	+$994K	0.17%	76
2016 Q4	–	Sell	-243	Closed	-$18K	–	707
2016 Q3	$18K	Buy	243 +90	+59%	+$6.89K	﹤0.01%	483
2016 Q2	$12K	Hold	153	–	–	﹤0.01%	526
2016 Q1	$11K	Hold	153	–	–	﹤0.01%	564
2015 Q4	$10K	Sell	153 -300	-66%	-$19.6K	﹤0.01%	558
2015 Q3	$31K	Buy	453 +100	+28%	+$6.68K	0.01%	409
2015 Q2	$23K	Buy	353 +300	+566%	+$21.5K	0.01%	482
2015 Q1	$4K	Buy	+53	New	+$4.17K	﹤0.01%	627

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Joel Isaacson & Co's WELL Position: Q2 2026 in Review

Joel Isaacson & Co held its Welltower (WELL) position steady in Q2 2026 at 4,480 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #194.

Joel Isaacson & Co first reported a position in WELL in Q1 2015 and has held it in 29 quarters since. The position peaked at $1.05M in Q1 2019. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Joel Isaacson & Co held 4,480 shares of Welltower worth $1.02M as of Q2 2026.
Joel Isaacson & Co left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #194 holding.
Joel Isaacson & Co first reported a position in Welltower in Q1 2015 and has held it in 29 quarters since.
Joel Isaacson & Co's Welltower position peaked at $1.05M in Q1 2019.
918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.