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NBC Securities’s Welltower WELL Stock Holding History

NBC Securities’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 		$325K Buy
1,430
+112
+8% +$23.7K 0.02% 684
2026
Q1 		$261K Buy
1,318
+315
+31% +$62.3K 0.02% 748
2025
Q4 		$186K Buy
1,003
+337
+51% +$62.9K 0.01% 864
2025
Q3 		$119K Buy
666
+7
+1% +$1.15K 0.01% 1005
2025
Q2 		$101K Sell
659
-201
-23% -$30K 0.01% 1046
2025
Q1 		$131K Buy
+860
New +$123K 0.01% 907
2024
Q4 		– Sell
-869
Closed -$111K – 2085
2024
Q3 		$111K Sell
869
-93
-10% -$10.9K 0.01% 955
2024
Q2 		$100K Hold
962
– – 0.01% 957
2024
Q1 		$89K Hold
962
– – 0.01% 975
2023
Q4 		$86K Sell
962
-268
-22% -$23.3K 0.01% 988
2023
Q3 		$100K Buy
+1,230
New +$101K 0.01% 934

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

NBC Securities's WELL Position: Q2 2026 in Review

NBC Securities increased its Welltower (WELL) stake by 8.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,430 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #684.

NBC Securities first reported a position in WELL in Q3 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • NBC Securities held 1,430 shares of Welltower worth $325K as of Q2 2026.
  • NBC Securities bought 112 Welltower shares in Q2 2026, an estimated $23.7K.
  • Welltower made up 0.02% of NBC Securities's portfolio in Q2 2026, its #684 holding.
  • NBC Securities first reported a position in Welltower in Q3 2023 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.