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Keebeck Wealth Management’s Welltower WELL Stock Holding History

Keebeck Wealth 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 		$527K Buy
2,324
+537
+30% +$114K 0.05% 254
2026
Q1 		$353K Buy
1,787
+600
+51% +$119K 0.04% 283
2025
Q4 		$220K Buy
1,187
+24
+2% +$4.48K 0.03% 349
2025
Q3 		$207K Buy
+1,163
New +$191K 0.02% 348
2020
Q3 		– Sell
-844
Closed -$43K – 361
2020
Q2 		$43K Buy
+844
New +$41.5K 0.01% 235
2020
Q1 		– Sell
-844
Closed -$69K – 328
2019
Q4 		$69K Buy
+844
New +$72.3K 0.02% 201

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

Keebeck Wealth Management's WELL Position: Q2 2026 in Review

Keebeck Wealth Management increased its Welltower (WELL) stake by 30% in Q2 2026, buying an estimated $114K and bringing the position to 2,324 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #254.

Keebeck Wealth Management first reported a position in WELL in Q4 2019 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Keebeck Wealth Management held 2,324 shares of Welltower worth $527K as of Q2 2026.
  • Keebeck Wealth Management bought 537 Welltower shares in Q2 2026, an estimated $114K.
  • Welltower made up 0.05% of Keebeck Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Keebeck Wealth Management first reported a position in Welltower in Q4 2019 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.