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Renaissance Group’s Welltower WELL Stock Holding History

Renaissance 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 		$265K Hold
1,169
– – 0.01% 214
2026
Q1 		$231K Buy
+1,169
New +$231K 0.01% 224
2018
Q1 		– Sell
-5,140
Closed -$328K – 313
2017
Q4 		$328K Sell
5,140
-117
-2% -$7.85K 0.01% 257
2017
Q3 		$369K Buy
+5,257
New +$382K 0.01% 236

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

Renaissance Group's WELL Position: Q2 2026 in Review

Renaissance Group held its Welltower (WELL) position steady in Q2 2026 at 1,169 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #214.

Renaissance Group first reported a position in WELL in Q3 2017 and has held it in 4 quarters since. The position peaked at $369K in Q3 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Renaissance Group held 1,169 shares of Welltower worth $265K as of Q2 2026.
  • Renaissance Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Renaissance Group's portfolio in Q2 2026, its #214 holding.
  • Renaissance Group first reported a position in Welltower in Q3 2017 and has held it in 4 quarters since.
  • Renaissance Group's Welltower position peaked at $369K in Q3 2017.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.