Loring Wolcott & Coolidge Fiduciary Advisors’s Welltower WELL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$484K	Buy	2,132 +1,950	+1,071%	+$412K	﹤0.01%	236
2026 Q1	$37.8K	Buy	+182	New	+$36K	﹤0.01%	441
2021 Q3	–	Sell	-44	Closed	-$4K	–	942
2021 Q2	$4K	Buy	+44	New	+$3.37K	﹤0.01%	776
2017 Q4	–	Sell	-6	Closed	–	–	883
2017 Q3	$0	Buy	+6	New	+$436	﹤0.01%	912
2017 Q2	–	Sell	-200	Closed	-$14K	–	657
2017 Q1	$14K	Hold	200	–	–	﹤0.01%	527
2016 Q4	$13K	Hold	200	–	–	﹤0.01%	511
2016 Q3	$15K	Hold	200	–	–	﹤0.01%	511
2016 Q2	$15K	Hold	200	–	–	﹤0.01%	513
2016 Q1	$14K	Sell	200 -158	-44%	-$10.2K	﹤0.01%	513
2015 Q4	$24K	Hold	358	–	–	﹤0.01%	499
2015 Q3	$23K	Hold	358	–	–	﹤0.01%	481
2015 Q2	$23K	Sell	358 -310	-46%	-$22.2K	﹤0.01%	481
2015 Q1	$52K	Hold	668	–	–	﹤0.01%	429
2014 Q4	$51K	Hold	668	–	–	﹤0.01%	424
2014 Q3	$42K	Hold	668	–	–	﹤0.01%	430
2014 Q2	$42K	Hold	668	–	–	﹤0.01%	447
2014 Q1	$40K	Hold	668	–	–	﹤0.01%	430
2013 Q4	$36K	Buy	668 +468	+234%	+$27.8K	﹤0.01%	422
2013 Q3	$12K	Hold	200	–	–	﹤0.01%	482
2013 Q2	$13K	Buy	+200	New	+$14.2K	﹤0.01%	516

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WELL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Welltower (WELL) stake by 1,071% in Q2 2026, buying an estimated $412K and bringing the position to 2,132 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WELL in Q2 2013 and has held it in 20 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,132 shares of Welltower worth $484K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 1,950 Welltower shares in Q2 2026, an estimated $412K.
Welltower made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #236 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Welltower in Q2 2013 and has held it in 20 quarters since.
1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.