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Principal Securities’s Welltower WELL Stock Holding History

Principal Securities’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 		$3.26M Buy
16,506
+1,865
+13% +$369K 0.05% 349
2025
Q4 		$2.72M Buy
14,641
+3,798
+35% +$709K 0.04% 375
2025
Q3 		$1.93M Buy
10,843
+579
+6% +$95.2K 0.03% 472
2025
Q2 		$1.58M Buy
10,264
+5,329
+108% +$796K 0.03% 483
2025
Q1 		$622K Buy
4,935
+185
+4% +$26.4K 0.01% 700
2024
Q4 		$599K Buy
4,750
+321
+7% +$42.1K 0.01% 706
2024
Q3 		$567K Buy
4,429
+494
+13% +$57.6K 0.01% 718
2024
Q2 		$410K Sell
3,935
-206
-5% -$20.2K 0.01% 772
2024
Q1 		$387K Buy
4,141
+127
+3% +$11.5K 0.01% 767
2023
Q4 		$362K Buy
+4,014
New +$348K 0.01% 732

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

Principal Securities's WELL Position: Q1 2026 in Review

Principal Securities increased its Welltower (WELL) stake by 13% in Q1 2026, buying an estimated $369K and bringing the position to 16,506 shares worth $3.26M. The position accounts for 0.05% of the portfolio, ranked #349.

Principal Securities first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Principal Securities held 16,506 shares of Welltower worth $3.26M as of Q1 2026.
  • Principal Securities bought 1,865 Welltower shares in Q1 2026, an estimated $369K.
  • Welltower made up 0.05% of Principal Securities's portfolio in Q1 2026, its #349 holding.
  • Principal Securities first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.