NIM
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NEOS Investment Management’s Welltower WELL Stock Holding History

NEOS Investment Management’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 		$56.3M Buy
248,161
+27,825
+13% +$5.88M 0.21% 83
2026
Q1 		$43.6M Buy
220,336
+41,085
+23% +$8.12M 0.22% 83
2025
Q4 		$33.3M Buy
179,251
+47,762
+36% +$8.92M 0.19% 98
2025
Q3 		$23.4M Buy
131,489
+53,448
+68% +$8.79M 0.18% 105
2025
Q2 		$12M Buy
78,041
+26,135
+50% +$3.91M 0.15% 132
2025
Q1 		$7.95M Buy
51,906
+20,243
+64% +$2.88M 0.15% 146
2024
Q4 		$3.99M Buy
31,663
+7,463
+31% +$980K 0.09% 197
2024
Q3 		$3.1M Buy
24,200
+4,872
+25% +$568K 0.09% 194
2024
Q2 		$2.01M Buy
19,328
+5,976
+45% +$586K 0.08% 216
2024
Q1 		$1.25M Buy
13,352
+5,510
+70% +$499K 0.08% 224
2023
Q4 		$707K Buy
7,842
+3,350
+75% +$291K 0.07% 224
2023
Q3 		$368K Buy
+4,492
New +$369K 0.05% 246

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

NEOS Investment Management's WELL Position: Q2 2026 in Review

NEOS Investment Management increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $5.88M and bringing the position to 248,161 shares worth $56.3M. The position accounts for 0.21% of the portfolio, ranked #83.

NEOS Investment Management first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • NEOS Investment Management held 248,161 shares of Welltower worth $56.3M as of Q2 2026.
  • NEOS Investment Management bought 27,825 Welltower shares in Q2 2026, an estimated $5.88M.
  • Welltower made up 0.21% of NEOS Investment Management's portfolio in Q2 2026, its #83 holding.
  • NEOS Investment Management first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.