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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
Q2 		$4.19M Hold
18,451
– – 0.34% 70
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 $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

Kintegral Advisory's WELL Position: Q2 2026 in Review

Kintegral Advisory held its Welltower (WELL) position steady in Q2 2026 at 18,451 shares worth $4.19M. The position accounts for 0.34% of the portfolio, ranked #70.

Kintegral Advisory first reported a position in WELL in Q1 2019 and has held it in 29 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kintegral Advisory held 18,451 shares of Welltower worth $4.19M as of Q2 2026.
  • Kintegral Advisory left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.34% of Kintegral Advisory's portfolio in Q2 2026, its #70 holding.
  • Kintegral Advisory first reported a position in Welltower in Q1 2019 and has held it in 29 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kintegral Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.