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Portfolio Design Labs’s Welltower WELL Stock Holding History

Portfolio Design Labs’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 		$4.67M Buy
20,560
+59
+0.3% +$12.5K 0.77% 31
2026
Q1 		$4.05M Sell
20,501
-2,157
-10% -$426K 0.72% 27
2025
Q4 		$4.21M Buy
22,658
+1,656
+8% +$309K 0.69% 27
2025
Q3 		$3.74M Sell
21,002
-1,503
-7% -$247K 0.64% 29
2025
Q2 		$3.46M Sell
22,505
-4,911
-18% -$734K 0.68% 42
2025
Q1 		$4.2M Buy
+27,416
New +$3.91M 0.87% 32

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

Portfolio Design Labs's WELL Position: Q2 2026 in Review

Portfolio Design Labs increased its Welltower (WELL) stake by 0.29% in Q2 2026, buying an estimated $12.5K and bringing the position to 20,560 shares worth $4.67M. The position accounts for 0.77% of the portfolio, ranked #31.

Portfolio Design Labs first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Portfolio Design Labs held 20,560 shares of Welltower worth $4.67M as of Q2 2026.
  • Portfolio Design Labs bought 59 Welltower shares in Q2 2026, an estimated $12.5K.
  • Welltower made up 0.77% of Portfolio Design Labs's portfolio in Q2 2026, its #31 holding.
  • Portfolio Design Labs first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.