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WELL icon

&Partners’s Welltower WELL Stock Holding History

&Partners’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 		$9.57M Buy
42,188
+5,896
+16% +$1.25M 0.04% 393
2026
Q1 		$7.17M Buy
36,292
+5,154
+17% +$1.02M 0.04% 428
2025
Q4 		$5.78M Buy
31,138
+1,731
+6% +$323K 0.03% 450
2025
Q3 		$5.24M Buy
29,407
+737
+3% +$121K 0.03% 404
2025
Q2 		$4.41M Buy
28,670
+5,802
+25% +$867K 0.03% 401
2025
Q1 		$3.52M Buy
22,868
+1,616
+8% +$230K 0.04% 378
2024
Q4 		$2.67M Buy
21,252
+8,260
+64% +$1.08M 0.03% 410
2024
Q3 		$1.66M Buy
12,992
+7,477
+136% +$872K 0.03% 401
2024
Q2 		$575K Buy
5,515
+2,844
+106% +$279K 0.03% 492
2024
Q1 		$250K Buy
+2,671
New +$242K 0.03% 410

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

&Partners's WELL Position: Q2 2026 in Review

&Partners increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $1.25M and bringing the position to 42,188 shares worth $9.57M. The position accounts for 0.04% of the portfolio, ranked #393.

&Partners first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • &Partners held 42,188 shares of Welltower worth $9.57M as of Q2 2026.
  • &Partners bought 5,896 Welltower shares in Q2 2026, an estimated $1.25M.
  • Welltower made up 0.04% of &Partners's portfolio in Q2 2026, its #393 holding.
  • &Partners first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.