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Means Investment Company’s Welltower WELL Stock Holding History

Means Investment Company’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 		$119K Buy
+600
New +$119K 0.01% 202

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Means Investment Company's WELL Position: Q1 2026 in Review

Means Investment Company opened a new position in Welltower (WELL) in Q1 2026: 741 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Means Investment Company held 741 shares of Welltower worth $147K as of Q1 2026.
  • Welltower was a new Means Investment Company position in Q1 2026.
  • Welltower made up 0.01% of Means Investment Company's portfolio in Q1 2026, its #200 holding.
  • 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.