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Norden Group’s Welltower WELL Stock Holding History

Norden 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 		$640K Buy
2,817
+503
+22% +$106K 0.05% 303
2026
Q1 		$458K Buy
2,314
+241
+12% +$47.6K 0.04% 352
2025
Q4 		$385K Buy
2,073
+655
+46% +$122K 0.04% 398
2025
Q3 		$253K Buy
+1,418
New +$233K 0.03% 514

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

Norden Group's WELL Position: Q2 2026 in Review

Norden Group increased its Welltower (WELL) stake by 22% in Q2 2026, buying an estimated $106K and bringing the position to 2,817 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #303.

Norden Group first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Norden Group held 2,817 shares of Welltower worth $640K as of Q2 2026.
  • Norden Group bought 503 Welltower shares in Q2 2026, an estimated $106K.
  • Welltower made up 0.05% of Norden Group's portfolio in Q2 2026, its #303 holding.
  • Norden Group first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.