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Robertson Stephens Wealth Management’s Welltower WELL Stock Holding History

Robertson Stephens 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 		$395K Sell
1,740
-41
-2% -$8.67K 0.01% 474
2026
Q1 		$352K Sell
1,781
-78
-4% -$15.4K 0.01% 474
2025
Q4 		$345K Buy
+1,859
New +$347K 0.01% 500
2025
Q3 		– Sell
-1,382
Closed -$212K – 579
2025
Q2 		$212K Sell
1,382
-45
-3% -$6.72K 0.01% 525
2025
Q1 		$219K Buy
+1,427
New +$203K 0.01% 517
2021
Q4 		– Sell
-3,413
Closed -$281K – 397
2021
Q3 		$281K Sell
3,413
-634
-16% -$54.5K 0.03% 264
2021
Q2 		$336K Buy
4,047
+344
+9% +$26.3K 0.04% 252
2021
Q1 		$265K Buy
3,703
+73
+2% +$4.9K 0.04% 249
2020
Q4 		$234K Sell
3,630
-198
-5% -$12K 0.05% 219
2020
Q3 		$210K Sell
3,828
-717
-16% -$39.4K 0.05% 224
2020
Q2 		$235K Buy
+4,545
New +$223K 0.07% 165

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

Robertson Stephens Wealth Management's WELL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Welltower (WELL) stake by 2.3% in Q2 2026, selling an estimated $8.67K and leaving 1,740 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #474.

Robertson Stephens Wealth Management first reported a position in WELL in Q2 2020 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,740 shares of Welltower worth $395K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 41 Welltower shares in Q2 2026, an estimated $8.67K.
  • Welltower made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Robertson Stephens Wealth Management first reported a position in Welltower in Q2 2020 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.