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Keel Point’s Welltower WELL Stock Holding History

Keel Point’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 		$695K Buy
3,063
+247
+9% +$52.2K 0.04% 227
2026
Q1 		$557K Sell
2,816
-693
-20% -$137K 0.04% 259
2025
Q4 		$651K Buy
3,509
+195
+6% +$36.4K 0.04% 245
2025
Q3 		$590K Buy
3,314
+165
+5% +$27.1K 0.04% 262
2025
Q2 		$484K Buy
3,149
+208
+7% +$31.1K 0.03% 301
2025
Q1 		$451K Buy
2,941
+492
+20% +$70.1K 0.04% 273
2024
Q4 		$309K Buy
2,449
+35
+1% +$4.59K 0.02% 326
2024
Q3 		$309K Sell
2,414
-88
-4% -$10.3K 0.03% 322
2024
Q2 		$293K Sell
2,502
-384
-13% -$37.6K 0.03% 322
2024
Q1 		$270K Sell
2,886
-67
-2% -$6.07K 0.03% 305
2023
Q4 		$266K Buy
2,953
+173
+6% +$15K 0.03% 278
2023
Q3 		$228K Buy
2,780
+73
+3% +$6K 0.03% 279
2023
Q2 		$219K Buy
+2,707
New +$209K 0.03% 297
2022
Q2 		– Sell
-2,088
Closed -$201K – 290
2022
Q1 		$201K Buy
+2,088
New +$181K 0.03% 255
2020
Q1 		– Sell
-2,769
Closed -$226K – 207
2019
Q4 		$226K Buy
2,769
+512
+23% +$43.8K 0.02% 178
2019
Q3 		$205K Sell
2,257
-470
-17% -$40.9K 0.03% 178
2019
Q2 		$222K Sell
2,727
-1,559
-36% -$123K 0.03% 180
2019
Q1 		$333K Buy
+4,286
New +$322K 0.04% 148

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

Keel Point's WELL Position: Q2 2026 in Review

Keel Point increased its Welltower (WELL) stake by 8.8% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,063 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #227.

Keel Point first reported a position in WELL in Q1 2019 and has held it in 18 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Keel Point held 3,063 shares of Welltower worth $695K as of Q2 2026.
  • Keel Point bought 247 Welltower shares in Q2 2026, an estimated $52.2K.
  • Welltower made up 0.04% of Keel Point's portfolio in Q2 2026, its #227 holding.
  • Keel Point first reported a position in Welltower in Q1 2019 and has held it in 18 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.