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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NVWM LLC's WELL Position: Q1 2026 in Review

NVWM LLC increased its Welltower (WELL) stake by 44% in Q1 2026, buying an estimated $1.38K and bringing the position to 23 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

NVWM LLC first reported a position in WELL in Q2 2019 and has held it in 27 quarters since. The position peaked at $126K in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

NVWM LLC held 23 shares of Welltower worth $4.55K as of Q1 2026.
NVWM LLC bought 7 Welltower shares in Q1 2026, an estimated $1.38K.
Welltower made up ﹤0.01% of NVWM LLC's portfolio in Q1 2026, its #355 holding.
NVWM LLC first reported a position in Welltower in Q2 2019 and has held it in 27 quarters since.
NVWM LLC's Welltower position peaked at $126K in Q3 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.