KA
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Kintegral Advisory’s Welltower WELL Stock Holding History

Kintegral Advisory’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 		$3.65M Sell
18,451
-818
-4% -$162K 0.35% 78
2025
Q4 		$3.58M Sell
19,269
-527
-3% -$98.4K 0.3% 85
2025
Q3 		$3.53M Sell
19,796
-89
-0.4% -$14.6K 0.3% 86
2025
Q2 		$3.06M Sell
19,885
-30
-0.2% -$4.48K 0.28% 95
2025
Q1 		$3.05M Sell
19,915
-67
-0.3% -$9.55K 0.31% 93
2024
Q4 		$2.52M Sell
19,982
-931
-4% -$122K 0.24% 105
2024
Q3 		$2.68M Sell
20,913
-274
-1% -$32K 0.25% 110
2024
Q2 		$2.21M Sell
21,187
-9,113
-30% -$893K 0.21% 119
2024
Q1 		$2.83M Sell
30,300
-94
-0.3% -$8.51K 0.28% 93
2023
Q4 		$2.74M Sell
30,394
-193
-0.6% -$16.7K 0.3% 92
2023
Q3 		$2.51M Sell
30,587
-18
-0.1% -$1.48K 0.31% 95
2023
Q2 		$2.48M Hold
30,605
– – 0.29% 97
2023
Q1 		$2.19M Sell
30,605
-1,644
-5% -$119K 0.28% 104
2022
Q4 		$2.11M Buy
32,249
+28,116
+680% +$1.81M 0.28% 109
2022
Q3 		$266K Hold
4,133
– – 0.04% 250
2022
Q2 		$340K Buy
4,133
+88
+2% +$7.83K 0.04% 246
2022
Q1 		$389K Buy
4,045
+90
+2% +$7.82K 0.04% 248
2021
Q4 		$339K Hold
3,955
– – 0.04% 253
2021
Q3 		$326K Hold
3,955
– – 0.04% 255
2021
Q2 		$329K Hold
3,955
– – 0.04% 257
2021
Q1 		$283K Hold
3,955
– – 0.04% 260
2020
Q4 		$256K Hold
3,955
– – 0.03% 261
2020
Q3 		$218K Sell
3,955
-127
-3% -$6.97K 0.03% 262
2020
Q2 		$211K Buy
+4,082
New +$201K 0.03% 261
2020
Q1 		– Sell
-3,627
Closed -$297K – 268
2019
Q4 		$297K Hold
3,627
– – 0.05% 256
2019
Q3 		$329K Hold
3,627
– – 0.07% 244
2019
Q2 		$296K Hold
3,627
– – 0.06% 256
2019
Q1 		$281K Buy
+3,627
New +$272K 0.06% 263

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

Kintegral Advisory's WELL Position: Q1 2026 in Review

Kintegral Advisory reduced its Welltower (WELL) stake by 4.2% in Q1 2026, selling an estimated $162K and leaving 18,451 shares worth $3.65M. The position accounts for 0.35% of the portfolio, ranked #78.

Kintegral Advisory first reported a position in WELL in Q1 2019 and has held it in 28 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Kintegral Advisory held 18,451 shares of Welltower worth $3.65M as of Q1 2026.
  • Kintegral Advisory sold 818 Welltower shares in Q1 2026, an estimated $162K.
  • Welltower made up 0.35% of Kintegral Advisory's portfolio in Q1 2026, its #78 holding.
  • Kintegral Advisory first reported a position in Welltower in Q1 2019 and has held it in 28 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Kintegral Advisory's 13F filing for Q1 2026, filed 14 May 2026.