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Klingman & Associates’s Welltower WELL Stock Holding History

Klingman & Associates’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 		$244K Buy
+1,076
New +$227K 0.01% 306

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

Klingman & Associates's WELL Position: Q2 2026 in Review

Klingman & Associates opened a new position in Welltower (WELL) in Q2 2026: 1,076 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Klingman & Associates held 1,076 shares of Welltower worth $244K as of Q2 2026.
  • Welltower was a new Klingman & Associates position in Q2 2026.
  • Welltower made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #306 holding.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.