Rice Partnership’s Welltower WELL Stock Holding History

Rice Partnership’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	$5.09M	Buy	22,411 +4,336	+24%	+$917K	0.62%	42
2026 Q1	$3.57M	Buy	+18,075	New	+$3.57M	0.49%	42

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

Rice Partnership's WELL Position: Q2 2026 in Review

Rice Partnership increased its Welltower (WELL) stake by 24% in Q2 2026, buying an estimated $917K and bringing the position to 22,411 shares worth $5.09M. The position accounts for 0.62% of the portfolio, ranked #42.

Rice Partnership first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Rice Partnership held 22,411 shares of Welltower worth $5.09M as of Q2 2026.
Rice Partnership bought 4,336 Welltower shares in Q2 2026, an estimated $917K.
Welltower made up 0.62% of Rice Partnership's portfolio in Q2 2026, its #42 holding.
Rice Partnership first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.