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Nemes Rush Group’s Welltower WELL Stock Holding History

Nemes Rush Group’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 		$39.5K Buy
200
+32
+19% +$6.32K ﹤0.01% 387
2025
Q4 		$31.2K Buy
168
+19
+13% +$3.55K ﹤0.01% 400
2025
Q3 		$26.5K Buy
149
+49
+49% +$8.05K ﹤0.01% 400
2025
Q2 		$15.4K Buy
+100
New +$14.9K ﹤0.01% 435
2025
Q1 		– Sell
-7
Closed -$882 – 768
2024
Q4 		$882 Buy
+7
New +$919 ﹤0.01% 668

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

Nemes Rush Group's WELL Position: Q1 2026 in Review

Nemes Rush Group increased its Welltower (WELL) stake by 19% in Q1 2026, buying an estimated $6.32K and bringing the position to 200 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Nemes Rush Group first reported a position in WELL in Q4 2024 and has held it in 5 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Nemes Rush Group held 200 shares of Welltower worth $39.5K as of Q1 2026.
  • Nemes Rush Group bought 32 Welltower shares in Q1 2026, an estimated $6.32K.
  • Welltower made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #387 holding.
  • Nemes Rush Group first reported a position in Welltower in Q4 2024 and has held it in 5 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.