Markowski Investments’s Welltower WELL Stock Holding History

Markowski Investments’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	$1.3M	Buy	+5,720	New	+$1.21M	0.29%	50

Other funds holding WELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Markowski Investments's WELL Position: Q2 2026 in Review

Markowski Investments opened a new position in Welltower (WELL) in Q2 2026: 5,720 shares worth $1.3M. The stake represents 0.29% of the portfolio and ranks #50 among its holdings.

1,328 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Markowski Investments held 5,720 shares of Welltower worth $1.3M as of Q2 2026.
Welltower was a new Markowski Investments position in Q2 2026.
Welltower made up 0.29% of Markowski Investments's portfolio in Q2 2026, its #50 holding.
1,328 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.