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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
Q2 		$3.85M Buy
16,941
+435
+3% +$92K 0.05% 350
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 $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

Principal Securities's WELL Position: Q2 2026 in Review

Principal Securities increased its Welltower (WELL) stake by 2.6% in Q2 2026, buying an estimated $92K and bringing the position to 16,941 shares worth $3.85M. The position accounts for 0.05% of the portfolio, ranked #350.

Principal Securities first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Principal Securities held 16,941 shares of Welltower worth $3.85M as of Q2 2026.
  • Principal Securities bought 435 Welltower shares in Q2 2026, an estimated $92K.
  • Welltower made up 0.05% of Principal Securities's portfolio in Q2 2026, its #350 holding.
  • Principal Securities first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.