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Kilter Group’s Welltower WELL Stock Holding History

Kilter Group’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 		$28.8K Buy
127
+8
+7% +$1.69K 0.01% 210
2026
Q1 		$23.5K Buy
119
+27
+29% +$5.34K 0.01% 210
2025
Q4 		$17.1K Buy
92
+33
+56% +$6.16K 0.01% 231
2025
Q3 		$10.5K Buy
59
+4
+7% +$657 0.01% 316
2025
Q2 		$8.46K Buy
+55
New +$8.22K ﹤0.01% 292

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

Kilter Group's WELL Position: Q2 2026 in Review

Kilter Group increased its Welltower (WELL) stake by 6.7% in Q2 2026, buying an estimated $1.69K and bringing the position to 127 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #210.

Kilter Group first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kilter Group held 127 shares of Welltower worth $28.8K as of Q2 2026.
  • Kilter Group bought 8 Welltower shares in Q2 2026, an estimated $1.69K.
  • Welltower made up 0.01% of Kilter Group's portfolio in Q2 2026, its #210 holding.
  • Kilter Group first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.