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Lafayette Investments’s Welltower WELL Stock Holding History

Lafayette Investments’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 		$306K Sell
1,349
-50
-4% -$10.6K 0.06% 133
2026
Q1 		$277K Sell
1,399
-300
-18% -$59.3K 0.06% 133
2025
Q4 		$315K Hold
1,699
– – 0.06% 129
2025
Q3 		$303K Hold
1,699
– – 0.06% 128
2025
Q2 		$261K Hold
1,699
– – 0.05% 135
2025
Q1 		$260K Hold
1,699
– – 0.06% 133
2024
Q4 		$214K Hold
1,699
– – 0.05% 140
2024
Q3 		$218K Buy
+1,699
New +$198K 0.05% 137

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

Lafayette Investments's WELL Position: Q2 2026 in Review

Lafayette Investments reduced its Welltower (WELL) stake by 3.6% in Q2 2026, selling an estimated $10.6K and leaving 1,349 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #133.

Lafayette Investments first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $315K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Lafayette Investments held 1,349 shares of Welltower worth $306K as of Q2 2026.
  • Lafayette Investments sold 50 Welltower shares in Q2 2026, an estimated $10.6K.
  • Welltower made up 0.06% of Lafayette Investments's portfolio in Q2 2026, its #133 holding.
  • Lafayette Investments first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • Lafayette Investments's Welltower position peaked at $315K in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.