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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Naviter Wealth's WELL Position: Q1 2026 in Review

Naviter Wealth increased its Welltower (WELL) stake by 15% in Q1 2026, buying an estimated $1.26M and bringing the position to 49,313 shares worth $9.75M. The position accounts for 1.22% of the portfolio, ranked #16.

Naviter Wealth first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Naviter Wealth held 49,313 shares of Welltower worth $9.75M as of Q1 2026.
  • Naviter Wealth bought 6,384 Welltower shares in Q1 2026, an estimated $1.26M.
  • Welltower made up 1.22% of Naviter Wealth's portfolio in Q1 2026, its #16 holding.
  • Naviter Wealth first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.