Kayne Anderson Rudnick Investment Management
WELL icon

Kayne Anderson Rudnick Investment Management’s Welltower WELL Stock Holding History

Kayne Anderson Rudnick 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
Q2 		$61.4K Buy
270
+15
+6% +$3.17K ﹤0.01% 614
2026
Q1 		$50.5K Buy
255
+193
+311% +$38.1K ﹤0.01% 589
2025
Q4 		$11.6K Buy
62
+9
+17% +$1.68K ﹤0.01% 696
2025
Q3 		$9.55K Hold
53
– – ﹤0.01% 719
2025
Q2 		$8.24K Buy
53
+16
+43% +$2.39K ﹤0.01% 730
2025
Q1 		$5.76K Sell
37
-21
-36% -$2.99K ﹤0.01% 723
2024
Q4 		$7.31K Buy
58
+21
+57% +$2.76K ﹤0.01% 708
2024
Q3 		$4.82K Sell
37
-6
-14% -$700 ﹤0.01% 730
2024
Q2 		$4.55K Buy
43
+6
+16% +$588 ﹤0.01% 691
2024
Q1 		$3.52K Sell
37
-361
-91% -$32.7K ﹤0.01% 702
2023
Q4 		$35.9K Sell
398
-13,668
-97% -$1.19M ﹤0.01% 541
2023
Q3 		$1.15M Sell
14,066
-49
-0.3% -$4.03K ﹤0.01% 359
2023
Q2 		$1.14M Sell
14,115
-404
-3% -$31.1K ﹤0.01% 359
2023
Q1 		$1.04M Sell
14,519
-252
-2% -$18.3K ﹤0.01% 352
2022
Q4 		$968K Buy
+14,771
New +$950K ﹤0.01% 365
2020
Q3 		– Sell
-32
Closed -$2K – 583
2020
Q2 		$2K Hold
32
– – ﹤0.01% 513
2020
Q1 		$1K Hold
32
– – ﹤0.01% 603
2019
Q4 		$3K Hold
32
– – ﹤0.01% 538
2019
Q3 		$3K Hold
32
– – ﹤0.01% 491
2019
Q2 		$3K Buy
+32
New +$2.52K ﹤0.01% 486

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

Kayne Anderson Rudnick Investment Management's WELL Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Welltower (WELL) stake by 5.9% in Q2 2026, buying an estimated $3.17K and bringing the position to 270 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Kayne Anderson Rudnick Investment Management first reported a position in WELL in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.15M in Q3 2023. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 270 shares of Welltower worth $61.4K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 15 Welltower shares in Q2 2026, an estimated $3.17K.
  • Welltower made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #614 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Welltower in Q2 2019 and has held it in 20 quarters since.
  • Kayne Anderson Rudnick Investment Management's Welltower position peaked at $1.15M in Q3 2023.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.