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Norris Perne & French’s Welltower WELL Stock Holding History

Norris Perne & French’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 		$235K Buy
1,036
+1
+0.1% +$211 0.01% 144
2026
Q1 		$205K Buy
+1,035
New +$205K 0.01% 155

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

Norris Perne & French's WELL Position: Q2 2026 in Review

Norris Perne & French increased its Welltower (WELL) stake by 0.1% in Q2 2026, buying an estimated $211 and bringing the position to 1,036 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #144.

Norris Perne & French first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Norris Perne & French held 1,036 shares of Welltower worth $235K as of Q2 2026.
  • Norris Perne & French bought 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #144 holding.
  • Norris Perne & French first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.