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Kesler Norman & Wride’s Welltower WELL Stock Holding History

Kesler Norman & Wride’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 		$1.43M Buy
6,309
+2,680
+74% +$567K 0.23% 110
2026
Q1 		$717K Buy
+3,629
New +$717K 0.12% 159

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

Kesler Norman & Wride's WELL Position: Q2 2026 in Review

Kesler Norman & Wride increased its Welltower (WELL) stake by 74% in Q2 2026, buying an estimated $567K and bringing the position to 6,309 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #110.

Kesler Norman & Wride first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kesler Norman & Wride held 6,309 shares of Welltower worth $1.43M as of Q2 2026.
  • Kesler Norman & Wride bought 2,680 Welltower shares in Q2 2026, an estimated $567K.
  • Welltower made up 0.23% of Kesler Norman & Wride's portfolio in Q2 2026, its #110 holding.
  • Kesler Norman & Wride first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.