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QTR Family Wealth’s Welltower WELL Stock Holding History

QTR Family Wealth’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 		$586K Buy
2,580
+17
+0.7% +$3.59K 0.2% 111
2026
Q1 		$541K Sell
2,563
-24
-0.9% -$4.74K 0.23% 111
2025
Q4 		$519K Buy
2,587
+14
+0.5% +$2.62K 0.23% 100
2025
Q3 		$458K Buy
2,573
+676
+36% +$111K 0.22% 96
2025
Q2 		$292K Buy
1,897
+192
+11% +$28.7K 0.18% 125
2025
Q1 		$261K Buy
+1,705
New +$243K 0.2% 127

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

QTR Family Wealth's WELL Position: Q2 2026 in Review

QTR Family Wealth increased its Welltower (WELL) stake by 0.66% in Q2 2026, buying an estimated $3.59K and bringing the position to 2,580 shares worth $586K. The position accounts for 0.2% of the portfolio, ranked #111.

QTR Family Wealth first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • QTR Family Wealth held 2,580 shares of Welltower worth $586K as of Q2 2026.
  • QTR Family Wealth bought 17 Welltower shares in Q2 2026, an estimated $3.59K.
  • Welltower made up 0.2% of QTR Family Wealth's portfolio in Q2 2026, its #111 holding.
  • QTR Family Wealth first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.