LF
WELL icon

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
Q2 		$15.9M Buy
70,272
+31,900
+83% +$6.74M 2.04% 13
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 $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

Longbow Finance's WELL Position: Q2 2026 in Review

Longbow Finance increased its Welltower (WELL) stake by 83% in Q2 2026, buying an estimated $6.74M and bringing the position to 70,272 shares worth $15.9M. The position accounts for 2.04% of the portfolio, ranked #13.

Longbow Finance first reported a position in WELL in Q3 2024 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Longbow Finance held 70,272 shares of Welltower worth $15.9M as of Q2 2026.
  • Longbow Finance bought 31,900 Welltower shares in Q2 2026, an estimated $6.74M.
  • Welltower made up 2.04% of Longbow Finance's portfolio in Q2 2026, its #13 holding.
  • Longbow Finance first reported a position in Welltower in Q3 2024 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.