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Kane Investment Management’s Welltower WELL Stock Holding History

Kane Investment 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
Q1 		$248K Sell
1,252
-244
-16% -$48.2K 0.13% 89
2025
Q4 		$278K Buy
+1,496
New +$279K 0.13% 86

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kane Investment Management's WELL Position: Q1 2026 in Review

Kane Investment Management reduced its Welltower (WELL) stake by 16% in Q1 2026, selling an estimated $48.2K and leaving 1,252 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #89.

Kane Investment Management first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. The position peaked at $278K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Kane Investment Management held 1,252 shares of Welltower worth $248K as of Q1 2026.
  • Kane Investment Management sold 244 Welltower shares in Q1 2026, an estimated $48.2K.
  • Welltower made up 0.13% of Kane Investment Management's portfolio in Q1 2026, its #89 holding.
  • Kane Investment Management first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • Kane Investment Management's Welltower position peaked at $278K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.