Kovitz Investment Group Partners
WELL icon

Kovitz Investment Group Partners’s Welltower WELL Stock Holding History

Kovitz Investment Group Partners’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 		$19M Buy
83,649
+3,049
+4% +$645K 0.42% 62
2026
Q1 		$15.9M Buy
+80,600
New +$15.9M 0.37% 69
2025
Q4 		– Sell
-107,042
Closed -$19.1M – 1335
2025
Q3 		$19.1M Buy
107,042
+824
+0.8% +$135K 0.07% 220
2025
Q2 		$16.3M Buy
+106,218
New +$15.9M 0.07% 228

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

Kovitz Investment Group Partners's WELL Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Welltower (WELL) stake by 3.8% in Q2 2026, buying an estimated $645K and bringing the position to 83,649 shares worth $19M. The position accounts for 0.42% of the portfolio, ranked #62.

Kovitz Investment Group Partners first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.1M in Q3 2025. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kovitz Investment Group Partners held 83,649 shares of Welltower worth $19M as of Q2 2026.
  • Kovitz Investment Group Partners bought 3,049 Welltower shares in Q2 2026, an estimated $645K.
  • Welltower made up 0.42% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #62 holding.
  • Kovitz Investment Group Partners first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • Kovitz Investment Group Partners's Welltower position peaked at $19.1M in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.