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WELL icon

NVWM LLC’s Welltower WELL Stock Holding History

NVWM LLC’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 		$5.9K Buy
26
+3
+13% +$634 ﹤0.01% 349
2026
Q1 		$4.55K Buy
23
+7
+44% +$1.38K ﹤0.01% 355
2025
Q4 		$2.97K Hold
16
– – ﹤0.01% 409
2025
Q3 		$2.85K Hold
16
– – ﹤0.01% 392
2025
Q2 		$2.46K Sell
16
-3
-16% -$448 ﹤0.01% 394
2025
Q1 		$2.91K Buy
19
+3
+19% +$427 ﹤0.01% 350
2024
Q4 		$2.02K Hold
16
– – ﹤0.01% 377
2024
Q3 		$2.05K Hold
16
– – ﹤0.01% 373
2024
Q2 		$1.67K Buy
16
+5
+45% +$490 ﹤0.01% 375
2024
Q1 		$1.03K Buy
+11
New +$996 ﹤0.01% 400
2023
Q4 		– Sell
-245
Closed -$20.1K – 460
2023
Q3 		$20.1K Hold
245
– – 0.01% 281
2023
Q2 		$19.8K Hold
245
– – 0.01% 298
2023
Q1 		$17.6K Hold
245
– – 0.01% 310
2022
Q4 		$16.1K Hold
245
– – 0.01% 294
2022
Q3 		$16K Hold
245
– – 0.01% 301
2022
Q2 		$20K Hold
245
– – 0.01% 297
2022
Q1 		$24K Hold
245
– – 0.01% 308
2021
Q4 		$21K Hold
245
– – 0.01% 316
2021
Q3 		$20K Hold
245
– – 0.01% 312
2021
Q2 		$20K Hold
245
– – 0.01% 291
2021
Q1 		$18K Hold
245
– – 0.01% 286
2020
Q4 		$16K Sell
245
-1,150
-82% -$69.8K 0.01% 268
2020
Q3 		$77K Hold
1,395
– – 0.04% 177
2020
Q2 		$72K Hold
1,395
– – 0.04% 169
2020
Q1 		$64K Hold
1,395
– – 0.04% 160
2019
Q4 		$114K Hold
1,395
– – 0.07% 151
2019
Q3 		$126K Hold
1,395
– – 0.08% 157
2019
Q2 		$114K Buy
+1,395
New +$110K 0.07% 171

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

NVWM LLC's WELL Position: Q2 2026 in Review

NVWM LLC increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $634 and bringing the position to 26 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

NVWM LLC first reported a position in WELL in Q2 2019 and has held it in 28 quarters since. The position peaked at $126K in Q3 2019. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • NVWM LLC held 26 shares of Welltower worth $5.9K as of Q2 2026.
  • NVWM LLC bought 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up ﹤0.01% of NVWM LLC's portfolio in Q2 2026, its #349 holding.
  • NVWM LLC first reported a position in Welltower in Q2 2019 and has held it in 28 quarters since.
  • NVWM LLC's Welltower position peaked at $126K in Q3 2019.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.