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Perennial Investment Advisors’s Welltower WELL Stock Holding History

Perennial Investment Advisors’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 		$422K Buy
1,861
+359
+24% +$75.9K 0.03% 357
2026
Q1 		$297K Buy
1,502
+214
+17% +$42.3K 0.02% 392
2025
Q4 		$239K Buy
+1,288
New +$241K 0.02% 432

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's WELL Position: Q2 2026 in Review

Perennial Investment Advisors increased its Welltower (WELL) stake by 24% in Q2 2026, buying an estimated $75.9K and bringing the position to 1,861 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #357.

Perennial Investment Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Perennial Investment Advisors held 1,861 shares of Welltower worth $422K as of Q2 2026.
  • Perennial Investment Advisors bought 359 Welltower shares in Q2 2026, an estimated $75.9K.
  • Welltower made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #357 holding.
  • Perennial Investment Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.