Kemnay Advisory Services’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$64.5K Buy
284
+3
+1% +$634 0.01% 237
2026
Q1
$55.6K Buy
281
+7
+3% +$1.38K 0.01% 231
2025
Q4
$50.9K Buy
+274
New +$51.2K 0.01% 317

Other funds holding WELL

Kemnay Advisory Services's WELL Position: Q2 2026 in Review

Kemnay Advisory Services increased its Welltower (WELL) stake by 1.1% in Q2 2026, buying an estimated $634 and bringing the position to 284 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #237.

Kemnay Advisory Services first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kemnay Advisory Services held 284 shares of Welltower worth $64.5K as of Q2 2026.
  • Kemnay Advisory Services bought 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #237 holding.
  • Kemnay Advisory Services first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.