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Ritholtz Wealth Management’s Welltower WELL Stock Holding History

Ritholtz Wealth Management’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 		$3.87M Buy
17,040
+6,384
+60% +$1.35M 0.06% 239
2026
Q1 		$2.11M Buy
10,656
+1,459
+16% +$288K 0.04% 369
2025
Q4 		$1.71M Buy
9,197
+812
+10% +$152K 0.03% 386
2025
Q3 		$1.49M Buy
8,385
+1,451
+21% +$239K 0.03% 409
2025
Q2 		$1.07M Buy
6,934
+1,440
+26% +$215K 0.02% 436
2025
Q1 		$842K Buy
5,494
+3,422
+165% +$488K 0.03% 447
2024
Q4 		$261K Buy
+2,072
New +$272K 0.01% 745
2022
Q4 		– Sell
-5,010
Closed -$322K – 746
2022
Q3 		$322K Buy
+5,010
New +$392K 0.02% 525

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

Ritholtz Wealth Management's WELL Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Welltower (WELL) stake by 60% in Q2 2026, buying an estimated $1.35M and bringing the position to 17,040 shares worth $3.87M. The position accounts for 0.06% of the portfolio, ranked #239.

Ritholtz Wealth Management first reported a position in WELL in Q3 2022 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ritholtz Wealth Management held 17,040 shares of Welltower worth $3.87M as of Q2 2026.
  • Ritholtz Wealth Management bought 6,384 Welltower shares in Q2 2026, an estimated $1.35M.
  • Welltower made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Ritholtz Wealth Management first reported a position in Welltower in Q3 2022 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.