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Leavell Investment Management’s Welltower WELL Stock Holding History

Leavell Investment Management’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 		$377K Hold
1,659
– – 0.01% 490
2026
Q1 		$328K Hold
1,659
– – 0.01% 495
2025
Q4 		$308K Buy
1,659
+59
+4% +$11K 0.01% 494
2025
Q3 		$285K Hold
1,600
– – 0.01% 509
2025
Q2 		$246K Sell
1,600
-100
-6% -$14.9K 0.01% 523
2025
Q1 		$260K Hold
1,700
– – 0.01% 483
2024
Q4 		$214K Hold
1,700
– – 0.01% 514
2024
Q3 		$218K Buy
+1,700
New +$198K 0.01% 509
2019
Q4 		– Sell
-2,313
Closed -$210K – 392
2019
Q3 		$210K Sell
2,313
-370
-14% -$32.2K 0.02% 368
2019
Q2 		$219K Buy
2,683
+86
+3% +$6.76K 0.02% 361
2019
Q1 		$202K Buy
+2,597
New +$195K 0.02% 367
2018
Q2 		– Sell
-3,752
Closed -$204K – 379
2018
Q1 		$204K Sell
3,752
-450
-11% -$25.4K 0.02% 364
2017
Q4 		$268K Sell
4,202
-200
-5% -$13.4K 0.03% 332
2017
Q3 		$309K Sell
4,402
-30
-0.7% -$2.18K 0.04% 305
2017
Q2 		$332K Sell
4,432
-133
-3% -$9.72K 0.04% 302
2017
Q1 		$323K Buy
4,565
+133
+3% +$8.97K 0.04% 295
2016
Q4 		$297K Hold
4,432
– – 0.04% 304
2016
Q3 		$331K Hold
4,432
– – 0.05% 289
2016
Q2 		$338K Sell
4,432
-70
-2% -$4.97K 0.05% 291
2016
Q1 		$312K Sell
4,502
-30
-0.7% -$1.93K 0.05% 298
2015
Q4 		$308K Buy
4,532
+390
+9% +$25.5K 0.05% 295
2015
Q3 		$280K Buy
4,142
+250
+6% +$16.7K 0.04% 319
2015
Q2 		$255K Buy
3,892
+100
+3% +$7.17K 0.04% 353
2015
Q1 		$293K Buy
3,792
+200
+6% +$15.7K 0.04% 330
2014
Q4 		$272K Hold
3,592
– – 0.04% 336
2014
Q3 		$224K Hold
3,592
– – 0.04% 361
2014
Q2 		$225K Buy
3,592
+200
+6% +$12.6K 0.04% 373
2014
Q1 		$202K Buy
+3,392
New +$194K 0.03% 380

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

Leavell Investment Management's WELL Position: Q2 2026 in Review

Leavell Investment Management held its Welltower (WELL) position steady in Q2 2026 at 1,659 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #490.

Leavell Investment Management first reported a position in WELL in Q1 2014 and has held it in 28 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Leavell Investment Management held 1,659 shares of Welltower worth $377K as of Q2 2026.
  • Leavell Investment Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #490 holding.
  • Leavell Investment Management first reported a position in Welltower in Q1 2014 and has held it in 28 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.