Kemnay Advisory Services’s Welltower WELL Stock Holding History

Kemnay Advisory Services’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	$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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kemnay Advisory Services's WELL Position: Q1 2026 in Review

Kemnay Advisory Services increased its Welltower (WELL) stake by 2.6% in Q1 2026, buying an estimated $1.38K and bringing the position to 281 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #231.

Kemnay Advisory Services first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Kemnay Advisory Services held 281 shares of Welltower worth $55.6K as of Q1 2026.
Kemnay Advisory Services bought 7 Welltower shares in Q1 2026, an estimated $1.38K.
Welltower made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #231 holding.
Kemnay Advisory Services first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.