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Natural Investments’s Welltower WELL Stock Holding History

Natural 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 		$379K Buy
1,673
+48
+3% +$10.1K 0.08% 194
2026
Q1 		$321K Sell
1,625
-21
-1% -$4.15K 0.08% 211
2025
Q4 		$305K Buy
1,646
+236
+17% +$44.1K 0.08% 221
2025
Q3 		$251K Buy
1,410
+67
+5% +$11K 0.06% 203
2025
Q2 		$206K Sell
1,343
-430
-24% -$64.3K 0.05% 240
2025
Q1 		$271K Buy
1,773
+132
+8% +$18.8K 0.08% 197
2024
Q4 		$206K Buy
+1,641
New +$215K 0.06% 232

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Natural Investments's WELL Position: Q2 2026 in Review

Natural Investments increased its Welltower (WELL) stake by 3% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,673 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #194.

Natural Investments first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Natural Investments held 1,673 shares of Welltower worth $379K as of Q2 2026.
  • Natural Investments bought 48 Welltower shares in Q2 2026, an estimated $10.1K.
  • Welltower made up 0.08% of Natural Investments's portfolio in Q2 2026, its #194 holding.
  • Natural Investments first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.