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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
Q2 		$45.4K Hold
200
– – ﹤0.01% 384
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 $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

Nemes Rush Group's WELL Position: Q2 2026 in Review

Nemes Rush Group held its Welltower (WELL) position steady in Q2 2026 at 200 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Nemes Rush Group first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Nemes Rush Group held 200 shares of Welltower worth $45.4K as of Q2 2026.
  • Nemes Rush Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Nemes Rush Group's portfolio in Q2 2026, its #384 holding.
  • Nemes Rush Group first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.