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Mizuho Securities USA’s Welltower WELL Stock Holding History

Mizuho Securities USA’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 		$12.5M Buy
55,265
+13,083
+31% +$2.77M 0.2% 78
2026
Q1 		$8.34M Sell
42,182
-7,792
-16% -$1.54M 0.2% 100
2025
Q4 		$10.4M Buy
49,974
+1,261
+3% +$236K 0.17% 99
2025
Q3 		$8.19M Buy
48,713
+5,782
+13% +$950K 0.17% 118
2025
Q2 		$6.6M Sell
42,931
-5,851
-12% -$874K 0.14% 147
2025
Q1 		$7.47M Sell
48,782
-7,284
-13% -$1.04M 0.16% 125
2024
Q4 		$7.07M Buy
56,066
+18,541
+49% +$2.43M 0.13% 149
2024
Q3 		$4.8M Sell
37,525
-8,580
-19% -$1M 0.1% 180
2024
Q2 		$4.81M Buy
+46,105
New +$4.52M 0.11% 182

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

Mizuho Securities USA's WELL Position: Q2 2026 in Review

Mizuho Securities USA increased its Welltower (WELL) stake by 31% in Q2 2026, buying an estimated $2.77M and bringing the position to 55,265 shares worth $12.5M. The position accounts for 0.2% of the portfolio, ranked #78.

Mizuho Securities USA first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mizuho Securities USA held 55,265 shares of Welltower worth $12.5M as of Q2 2026.
  • Mizuho Securities USA bought 13,083 Welltower shares in Q2 2026, an estimated $2.77M.
  • Welltower made up 0.2% of Mizuho Securities USA's portfolio in Q2 2026, its #78 holding.
  • Mizuho Securities USA first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.