Private Management Group’s Welltower WELL Stock Holding History

Private Management Group’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	$303K	Buy	1,335 +5	+0.4%	+$1.06K	0.01%	270
2026 Q1	$263K	Hold	1,330	–	–	0.01%	276
2025 Q4	$247K	Hold	1,330	–	–	0.01%	279
2025 Q3	$237K	Buy	+1,330	New	+$219K	0.01%	267

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Management Group's WELL Position: Q2 2026 in Review

Private Management Group increased its Welltower (WELL) stake by 0.38% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,335 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #270.

Private Management Group first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Private Management Group held 1,335 shares of Welltower worth $303K as of Q2 2026.
Private Management Group bought 5 Welltower shares in Q2 2026, an estimated $1.06K.
Welltower made up 0.01% of Private Management Group's portfolio in Q2 2026, its #270 holding.
Private Management Group first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.