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WELL icon

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
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 $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

Keel Point's WELL Position: Q1 2026 in Review

Keel Point reduced its Welltower (WELL) stake by 20% in Q1 2026, selling an estimated $137K and leaving 2,816 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #259.

Keel Point first reported a position in WELL in Q1 2019 and has held it in 17 quarters since. The position peaked at $651K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Keel Point held 2,816 shares of Welltower worth $557K as of Q1 2026.
  • Keel Point sold 693 Welltower shares in Q1 2026, an estimated $137K.
  • Welltower made up 0.04% of Keel Point's portfolio in Q1 2026, its #259 holding.
  • Keel Point first reported a position in Welltower in Q1 2019 and has held it in 17 quarters since.
  • Keel Point's Welltower position peaked at $651K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.