LCIP
WELL icon

Life Cycle Investment Partners’s Welltower WELL Stock Holding History

Life Cycle Investment 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 		$935K Sell
4,121
-4,257
-51% -$900K ﹤0.01% 156
2026
Q1 		$1.66M Buy
+8,378
New +$1.66M 0.01% 121

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

Life Cycle Investment Partners's WELL Position: Q2 2026 in Review

Life Cycle Investment Partners reduced its Welltower (WELL) stake by 51% in Q2 2026, selling an estimated $900K and leaving 4,121 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Life Cycle Investment Partners first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.66M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Life Cycle Investment Partners held 4,121 shares of Welltower worth $935K as of Q2 2026.
  • Life Cycle Investment Partners sold 4,257 Welltower shares in Q2 2026, an estimated $900K.
  • Welltower made up ﹤0.01% of Life Cycle Investment Partners's portfolio in Q2 2026, its #156 holding.
  • Life Cycle Investment Partners first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • Life Cycle Investment Partners's Welltower position peaked at $1.66M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.