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Pittenger & Anderson Inc’s Welltower WELL Stock Holding History

Pittenger & Anderson Inc’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 		$594 Buy
+3
New +$593 ﹤0.01% 498
2019
Q2 		– Sell
-825
Closed -$64K – 386
2019
Q1 		$64K Buy
+825
New +$61.9K 0.01% 255
2018
Q2 		– Sell
-2,170
Closed -$118K – 391
2018
Q1 		$118K Sell
2,170
-42,545
-95% -$2.4M 0.01% 236
2017
Q4 		$2.85M Buy
44,715
+2,050
+5% +$138K 0.25% 109
2017
Q3 		$3M Sell
42,665
-850
-2% -$61.8K 0.27% 97
2017
Q2 		$3.26M Sell
43,515
-1,610
-4% -$118K 0.31% 86
2017
Q1 		$3.2M Sell
45,125
-9,525
-17% -$643K 0.32% 85
2016
Q4 		$3.66M Sell
54,650
-3,765
-6% -$249K 0.39% 68
2016
Q3 		$4.37M Buy
58,415
+1,430
+3% +$110K 0.48% 53
2016
Q2 		$4.34M Buy
56,985
+3,320
+6% +$236K 0.48% 54
2016
Q1 		$3.72M Buy
53,665
+785
+1% +$50.6K 0.43% 64
2015
Q4 		$3.6M Sell
52,880
-145
-0.3% -$9.46K 0.45% 62
2015
Q3 		$3.59M Sell
53,025
-945
-2% -$63.1K 0.47% 52
2015
Q2 		$3.54M Sell
53,970
-4,700
-8% -$337K 0.45% 57
2015
Q1 		$4.54M Buy
58,670
+1,970
+3% +$155K 0.58% 35
2014
Q4 		$4.29M Buy
56,700
+1,910
+3% +$136K 0.57% 38
2014
Q3 		$3.42M Buy
54,790
+1,170
+2% +$75.5K 0.5% 43
2014
Q2 		$3.36M Buy
53,620
+8,155
+18% +$513K 0.49% 44
2014
Q1 		$2.71M Buy
45,465
+10,235
+29% +$585K 0.38% 63
2013
Q4 		$1.89M Sell
35,230
-2,255
-6% -$134K 0.26% 100
2013
Q3 		$2.34M Sell
37,485
-4,945
-12% -$315K 0.37% 70
2013
Q2 		$2.84M Buy
+42,430
New +$3.01M 0.49% 43

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pittenger & Anderson Inc's WELL Position: Q1 2026 in Review

Pittenger & Anderson Inc opened a new position in Welltower (WELL) in Q1 2026: 3 shares worth $594. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Pittenger & Anderson Inc previously reported a position in WELL as recently as Q1 2019.

Pittenger & Anderson Inc first reported a position in WELL in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.54M in Q1 2015. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Pittenger & Anderson Inc held 3 shares of Welltower worth $594 as of Q1 2026.
  • Welltower was a new Pittenger & Anderson Inc position in Q1 2026.
  • Welltower made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q1 2026, its #498 holding.
  • Pittenger & Anderson Inc first reported a position in Welltower in Q2 2013 and has held it in 22 quarters since.
  • Pittenger & Anderson Inc's Welltower position peaked at $4.54M in Q1 2015.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.