KIA
WELL icon

KCM Investment Advisors’s Welltower WELL Stock Holding History

KCM Investment Advisors’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 		$343K Sell
1,511
-137
-8% -$29K 0.01% 330
2026
Q1 		$326K Sell
1,648
-30
-2% -$5.93K 0.01% 333
2025
Q4 		$311K Buy
1,678
+52
+3% +$9.71K 0.01% 323
2025
Q3 		$290K Buy
1,626
+171
+12% +$28.1K 0.01% 328
2025
Q2 		$224K Hold
1,455
– – 0.01% 356
2025
Q1 		$223K Buy
+1,455
New +$207K 0.01% 341

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

KCM Investment Advisors's WELL Position: Q2 2026 in Review

KCM Investment Advisors reduced its Welltower (WELL) stake by 8.3% in Q2 2026, selling an estimated $29K and leaving 1,511 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #330.

KCM Investment Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • KCM Investment Advisors held 1,511 shares of Welltower worth $343K as of Q2 2026.
  • KCM Investment Advisors sold 137 Welltower shares in Q2 2026, an estimated $29K.
  • Welltower made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #330 holding.
  • KCM Investment Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.