Johnson Investment Counsel’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $947K | Buy |
4,174
+137
| +3% | +$29K | 0.01% | 472 |
|
|
2026
Q1 | $798K | Sell |
4,037
-1,756
| -30% | -$347K | 0.01% | 478 |
|
|
2025
Q4 | $1.08M | Sell |
5,793
-261
| -4% | -$48.7K | 0.01% | 398 |
|
|
2025
Q3 | $1.08M | Sell |
6,054
-51
| -0.8% | -$8.38K | 0.01% | 407 |
|
|
2025
Q2 | $939K | Sell |
6,105
-5
| -0.1% | -$747 | 0.01% | 418 |
|
|
2025
Q1 | $936K | Sell |
6,110
-1,151
| -16% | -$164K | 0.01% | 408 |
|
|
2024
Q4 | $915K | Buy |
7,261
+1,404
| +24% | +$184K | 0.01% | 406 |
|
|
2024
Q3 | $750K | Sell |
5,857
-189
| -3% | -$22.1K | 0.01% | 442 |
|
|
2024
Q2 | $630K | Buy |
6,046
+222
| +4% | +$21.8K | 0.01% | 453 |
|
|
2024
Q1 | $544K | Buy |
5,824
+51
| +0.9% | +$4.62K | 0.01% | 485 |
|
|
2023
Q4 | $521K | Sell |
5,773
-385
| -6% | -$33.4K | 0.01% | 474 |
|
|
2023
Q3 | $504K | Buy |
6,158
+454
| +8% | +$37.3K | 0.01% | 460 |
|
|
2023
Q2 | $461K | Buy |
5,704
+48
| +0.8% | +$3.7K | 0.01% | 486 |
|
|
2023
Q1 | $405K | Buy |
+5,656
| New | +$410K | 0.01% | 498 |
|
|
2022
Q4 | – | Sell |
-5,934
| Closed | -$382K | – | 682 |
|
|
2022
Q3 | $382K | Sell |
5,934
-141
| -2% | -$11K | 0.01% | 486 |
|
|
2022
Q2 | $500K | Buy |
6,075
+1,758
| +41% | +$156K | 0.01% | 447 |
|
|
2022
Q1 | $415K | Hold |
4,317
| – | – | 0.01% | 506 |
|
|
2021
Q4 | $370K | Buy |
+4,317
| New | +$360K | ﹤0.01% | 521 |
|
|
2020
Q2 | – | Sell |
-5,364
| Closed | -$246K | – | 600 |
|
|
2020
Q1 | $246K | Buy |
+5,364
| New | +$396K | 0.01% | 487 |
|
|
2019
Q4 | – | Sell |
-2,440
| Closed | -$221K | – | 618 |
|
|
2019
Q3 | $221K | Sell |
2,440
-102
| -4% | -$8.88K | ﹤0.01% | 556 |
|
|
2019
Q2 | $207K | Buy |
+2,542
| New | +$200K | ﹤0.01% | 571 |
|
|
2019
Q1 | – | Sell |
-3,115
| Closed | -$216K | – | 619 |
|
|
2018
Q4 | $216K | Sell |
3,115
-650
| -17% | -$44.2K | 0.01% | 555 |
|
|
2018
Q3 | $242K | Sell |
3,765
-3,881
| -51% | -$251K | 0.01% | 556 |
|
|
2018
Q2 | $479K | Sell |
7,646
-269
| -3% | -$15K | 0.01% | 429 |
|
|
2018
Q1 | $430K | Buy |
7,915
+66
| +0.8% | +$3.73K | 0.01% | 452 |
|
|
2017
Q4 | $500K | Buy |
7,849
+23
| +0.3% | +$1.54K | 0.01% | 421 |
|
|
2017
Q3 | $550K | Buy |
7,826
+72
| +0.9% | +$5.24K | 0.01% | 390 |
|
|
2017
Q2 | $580K | Sell |
7,754
-445
| -5% | -$32.5K | 0.02% | 373 |
|
|
2017
Q1 | $580K | Buy |
8,199
+153
| +2% | +$10.3K | 0.02% | 350 |
|
|
2016
Q4 | $538K | Buy |
8,046
+462
| +6% | +$30.6K | 0.02% | 353 |
|
|
2016
Q3 | $567K | Hold |
7,584
| – | – | 0.02% | 326 |
|
|
2016
Q2 | $577K | Sell |
7,584
-21
| -0.3% | -$1.49K | 0.02% | 311 |
|
|
2016
Q1 | $527K | Buy |
7,605
+100
| +1% | +$6.45K | 0.02% | 321 |
|
|
2015
Q4 | $510K | Hold |
7,505
| – | – | 0.02% | 322 |
|
|
2015
Q3 | $505K | Sell |
7,505
-179
| -2% | -$12K | 0.02% | 319 |
|
|
2015
Q2 | $504K | Sell |
7,684
-300
| -4% | -$21.5K | 0.02% | 318 |
|
|
2015
Q1 | $617K | Buy |
7,984
+419
| +6% | +$33K | 0.02% | 281 |
|
|
2014
Q4 | $572K | Sell |
7,565
-540
| -7% | -$38.6K | 0.02% | 292 |
|
|
2014
Q3 | $505K | Sell |
8,105
-300
| -4% | -$19.3K | 0.02% | 310 |
|
|
2014
Q2 | $526K | Buy |
8,405
+740
| +10% | +$46.6K | 0.02% | 277 |
|
|
2014
Q1 | $456K | Sell |
7,665
-422
| -5% | -$24.1K | 0.02% | 296 |
|
|
2013
Q4 | $433K | Sell |
8,087
-238
| -3% | -$14.2K | 0.02% | 310 |
|
|
2013
Q3 | $519K | Sell |
8,325
-1,600
| -16% | -$102K | 0.02% | 250 |
|
|
2013
Q2 | $665K | Buy |
+9,925
| New | +$705K | 0.03% | 214 |
|
Other funds holding WELL
Johnson Investment Counsel's WELL Position: Q2 2026 in Review
Johnson Investment Counsel increased its Welltower (WELL) stake by 3.4% in Q2 2026, buying an estimated $29K and bringing the position to 4,174 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #472.
Johnson Investment Counsel first reported a position in WELL in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.08M in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Johnson Investment Counsel held 4,174 shares of Welltower worth $947K as of Q2 2026.
- Johnson Investment Counsel bought 137 Welltower shares in Q2 2026, an estimated $29K.
- Welltower made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #472 holding.
- Johnson Investment Counsel first reported a position in Welltower in Q2 2013 and has held it in 44 quarters since.
- Johnson Investment Counsel's Welltower position peaked at $1.08M in Q3 2025.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.