Quad-Cities Investment Group’s Welltower WELL Stock Holding History

Quad-Cities Investment 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	$207K	Buy	+913	New	+$193K	0.07%	194
2019 Q4	–	Sell	-1,583	Closed	-$144K	–	701
2019 Q3	$144K	Buy	1,583 +6	+0.4%	+$522	0.12%	180
2019 Q2	$129K	Buy	1,577 +6	+0.4%	+$472	0.11%	192
2019 Q1	$123K	Buy	1,571 +6	+0.4%	+$450	0.11%	194
2018 Q4	$110K	Buy	1,565 +6	+0.4%	+$408	0.11%	189
2018 Q3	$99K	Buy	1,559 +6	+0.4%	+$388	0.09%	229
2018 Q2	$96K	Buy	+1,553	New	+$86.5K	0.09%	226

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 $3.38T AUM 44.17% 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

Quad-Cities Investment Group's WELL Position: Q2 2026 in Review

Quad-Cities Investment Group opened a new position in Welltower (WELL) in Q2 2026: 913 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #194 among its holdings. This is a return to the name: Quad-Cities Investment Group previously reported a position in WELL as recently as Q3 2019.

Quad-Cities Investment Group first reported a position in WELL in Q2 2018 and has held it in 7 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Quad-Cities Investment Group held 913 shares of Welltower worth $207K as of Q2 2026.
Welltower was a new Quad-Cities Investment Group position in Q2 2026.
Welltower made up 0.07% of Quad-Cities Investment Group's portfolio in Q2 2026, its #194 holding.
Quad-Cities Investment Group first reported a position in Welltower in Q2 2018 and has held it in 7 quarters since.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.