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Pier 88 Investment Partners’s Welltower WELL Stock Holding History

Pier 88 Investment 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 		$9.94M Buy
43,800
+20,400
+87% +$4.31M 2.36% 17
2026
Q1 		$4.63M Buy
23,400
+2,400
+11% +$474K 1.19% 23
2025
Q4 		$3.9M Buy
+21,000
New +$3.92M 0.87% 27

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

Pier 88 Investment Partners's WELL Position: Q2 2026 in Review

Pier 88 Investment Partners increased its Welltower (WELL) stake by 87% in Q2 2026, buying an estimated $4.31M and bringing the position to 43,800 shares worth $9.94M. The position accounts for 2.36% of the portfolio, ranked #17.

Pier 88 Investment Partners 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.

  • Pier 88 Investment Partners held 43,800 shares of Welltower worth $9.94M as of Q2 2026.
  • Pier 88 Investment Partners bought 20,400 Welltower shares in Q2 2026, an estimated $4.31M.
  • Welltower made up 2.36% of Pier 88 Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Pier 88 Investment Partners 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 Pier 88 Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.