LF
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Longbow Finance’s Welltower WELL Stock Holding History

Longbow Finance’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
Q1 		$7.59M Buy
38,372
+2,691
+8% +$532K 1.37% 26
2025
Q4 		$6.62M Sell
35,681
-23,214
-39% -$4.34M 1.12% 31
2025
Q3 		$10.5M Hold
58,895
– – 1.04% 33
2025
Q2 		$9.05M Buy
+58,895
New +$8.8M 0.97% 33
2024
Q4 		– Sell
-16,746
Closed -$2.14M – 113
2024
Q3 		$2.14M Buy
+16,746
New +$1.95M 0.23% 81

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Longbow Finance's WELL Position: Q1 2026 in Review

Longbow Finance increased its Welltower (WELL) stake by 7.5% in Q1 2026, buying an estimated $532K and bringing the position to 38,372 shares worth $7.59M. The position accounts for 1.37% of the portfolio, ranked #26.

Longbow Finance first reported a position in WELL in Q3 2024 and has held it in 5 quarters since. The position peaked at $10.5M in Q3 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Longbow Finance held 38,372 shares of Welltower worth $7.59M as of Q1 2026.
  • Longbow Finance bought 2,691 Welltower shares in Q1 2026, an estimated $532K.
  • Welltower made up 1.37% of Longbow Finance's portfolio in Q1 2026, its #26 holding.
  • Longbow Finance first reported a position in Welltower in Q3 2024 and has held it in 5 quarters since.
  • Longbow Finance's Welltower position peaked at $10.5M in Q3 2025.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.