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LRI Investments’s Welltower WELL Stock Holding History

LRI Investments’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 		$907K Sell
3,995
-225
-5% -$47.6K 0.07% 136
2026
Q1 		$834K Sell
4,220
-279
-6% -$55.1K 0.07% 128
2025
Q4 		$835K Sell
4,499
-25
-0.6% -$4.67K 0.07% 131
2025
Q3 		$806K Sell
4,524
-140
-3% -$23K 0.07% 130
2025
Q2 		$717K Sell
4,664
-30
-0.6% -$4.48K 0.06% 137
2025
Q1 		$719K Sell
4,694
-259
-5% -$36.9K 0.07% 132
2024
Q4 		$624K Hold
4,953
– – 0.06% 119
2024
Q3 		$666K Hold
4,953
– – 0.06% 123
2024
Q2 		$516K Hold
4,953
– – 0.06% 107
2024
Q1 		$463K Buy
+4,953
New +$448K 0.12% 78

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LRI Investments's WELL Position: Q2 2026 in Review

LRI Investments reduced its Welltower (WELL) stake by 5.3% in Q2 2026, selling an estimated $47.6K and leaving 3,995 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #136.

LRI Investments first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 634 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • LRI Investments held 3,995 shares of Welltower worth $907K as of Q2 2026.
  • LRI Investments sold 225 Welltower shares in Q2 2026, an estimated $47.6K.
  • Welltower made up 0.07% of LRI Investments's portfolio in Q2 2026, its #136 holding.
  • LRI Investments first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 634 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.