MK
WELL icon

MASTERINVEST Kapitalanlage’s Welltower WELL Stock Holding History

MASTERINVEST Kapitalanlage’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 		$3.9M Buy
17,176
+1,881
+12% +$398K 0.33% 73
2026
Q1 		$3.02M Sell
15,295
-1,999
-12% -$395K 0.31% 76
2025
Q4 		$3.25M Hold
17,294
– – 0.31% 79
2025
Q3 		$3.08M Sell
17,294
-617
-3% -$101K 0.3% 82
2025
Q2 		$2.75M Buy
+17,911
New +$2.68M 0.29% 85

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

MASTERINVEST Kapitalanlage's WELL Position: Q2 2026 in Review

MASTERINVEST Kapitalanlage increased its Welltower (WELL) stake by 12% in Q2 2026, buying an estimated $398K and bringing the position to 17,176 shares worth $3.9M. The position accounts for 0.33% of the portfolio, ranked #73.

MASTERINVEST Kapitalanlage first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • MASTERINVEST Kapitalanlage held 17,176 shares of Welltower worth $3.9M as of Q2 2026.
  • MASTERINVEST Kapitalanlage bought 1,881 Welltower shares in Q2 2026, an estimated $398K.
  • Welltower made up 0.33% of MASTERINVEST Kapitalanlage's portfolio in Q2 2026, its #73 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q2 2026, filed 17 Aug 2026.