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WELL icon

Naviter Wealth’s Welltower WELL Stock Holding History

Naviter Wealth’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 		$14M Buy
61,832
+12,519
+25% +$2.65M 1.27% 12
2026
Q1 		$9.75M Buy
49,313
+6,384
+15% +$1.26M 1.22% 16
2025
Q4 		$7.97M Sell
42,929
-3,896
-8% -$728K 1.04% 19
2025
Q3 		$8.34M Buy
46,825
+3,804
+9% +$625K 0.97% 18
2025
Q2 		$6.61M Buy
43,021
+4,922
+13% +$736K 0.81% 23
2025
Q1 		$5.85M Buy
38,099
+1,311
+4% +$187K 0.71% 29
2024
Q4 		$4.64M Buy
36,788
+4,726
+15% +$620K 0.56% 37
2024
Q3 		$4.1M Sell
32,062
-2,788
-8% -$325K 0.57% 45
2024
Q2 		$3.63M Buy
34,850
+2,028
+6% +$199K 0.54% 42
2024
Q1 		$3.07M Buy
32,822
+3,371
+11% +$305K 0.5% 47
2023
Q4 		$2.66M Buy
29,451
+4,585
+18% +$398K 0.53% 43
2023
Q3 		$2.04M Buy
24,866
+2,086
+9% +$172K 0.49% 46
2023
Q2 		$1.84M Buy
22,780
+2,630
+13% +$203K 0.47% 47
2023
Q1 		$1.44M Buy
20,150
+1,912
+10% +$139K 0.51% 46
2022
Q4 		$1.37M Buy
18,238
+2,980
+20% +$192K 0.37% 62
2022
Q3 		$981K Buy
15,258
+6,367
+72% +$498K 0.4% 54
2022
Q2 		$732K Sell
8,891
-422
-5% -$37.5K 0.3% 79
2022
Q1 		$895K Sell
9,313
-223
-2% -$19.4K 0.3% 52
2021
Q4 		$818K Buy
+9,536
New +$795K 0.24% 61

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

Naviter Wealth's WELL Position: Q2 2026 in Review

Naviter Wealth increased its Welltower (WELL) stake by 25% in Q2 2026, buying an estimated $2.65M and bringing the position to 61,832 shares worth $14M. The position accounts for 1.27% of the portfolio, ranked #12.

Naviter Wealth first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Naviter Wealth held 61,832 shares of Welltower worth $14M as of Q2 2026.
  • Naviter Wealth bought 12,519 Welltower shares in Q2 2026, an estimated $2.65M.
  • Welltower made up 1.27% of Naviter Wealth's portfolio in Q2 2026, its #12 holding.
  • Naviter Wealth first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.