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Plato Investment Management’s Welltower WELL Stock Holding History

Plato Investment Management’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 		$3.17M Buy
14,060
+5,113
+57% +$1.08M 0.18% 123
2026
Q1 		$1.77M Buy
8,947
+4,555
+104% +$900K 0.12% 179
2025
Q4 		$819K Hold
4,392
– – 0.05% 294
2025
Q3 		$776K Hold
4,392
– – 0.05% 297
2025
Q2 		$673K Buy
4,392
+5
+0.1% +$747 0.05% 310
2025
Q1 		$679K Buy
4,387
+1,312
+43% +$187K 0.06% 295
2024
Q4 		$389K Hold
3,075
– – 0.03% 363
2024
Q3 		$393K Buy
+3,075
New +$359K 0.03% 331

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

Plato Investment Management's WELL Position: Q2 2026 in Review

Plato Investment Management increased its Welltower (WELL) stake by 57% in Q2 2026, buying an estimated $1.08M and bringing the position to 14,060 shares worth $3.17M. The position accounts for 0.18% of the portfolio, ranked #123.

Plato Investment Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Plato Investment Management held 14,060 shares of Welltower worth $3.17M as of Q2 2026.
  • Plato Investment Management bought 5,113 Welltower shares in Q2 2026, an estimated $1.08M.
  • Welltower made up 0.18% of Plato Investment Management's portfolio in Q2 2026, its #123 holding.
  • Plato Investment Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.