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Romano Brothers & Co’s Welltower WELL Stock Holding History

Romano Brothers & Co’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 		$5.12M Sell
22,570
-310
-1% -$65.5K 0.52% 55
2026
Q1 		$4.52M Sell
22,880
-180
-0.8% -$35.6K 0.51% 61
2025
Q4 		$4.28M Sell
23,060
-1,272
-5% -$238K 0.49% 61
2025
Q3 		$4.33M Sell
24,332
-180
-0.7% -$29.6K 0.5% 57
2025
Q2 		$3.77M Sell
24,512
-475
-2% -$71K 0.47% 62
2025
Q1 		$3.83M Sell
24,987
-466
-2% -$66.4K 0.5% 64
2024
Q4 		$3.21M Sell
25,453
-600
-2% -$78.8K 0.4% 75
2024
Q3 		$3.34M Sell
26,053
-100
-0.4% -$11.7K 0.42% 76
2024
Q2 		$2.73M Sell
26,153
-350
-1% -$34.3K 0.38% 82
2024
Q1 		$2.48M Sell
26,503
-402
-1% -$36.4K 0.34% 89
2023
Q4 		$2.43M Buy
26,905
+214
+0.8% +$18.6K 0.36% 89
2023
Q3 		$2.19M Buy
26,691
+8
+0% +$658 0.34% 90
2023
Q2 		$2.16M Sell
26,683
-925
-3% -$71.3K 0.32% 97
2023
Q1 		$1.98M Sell
27,608
-795
-3% -$57.7K 0.31% 100
2022
Q4 		$1.86M Sell
28,403
-300
-1% -$19.3K 0.28% 103
2022
Q3 		$1.85M Buy
+28,703
New +$2.24M 0.3% 100

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

Romano Brothers & Co's WELL Position: Q2 2026 in Review

Romano Brothers & Co reduced its Welltower (WELL) stake by 1.4% in Q2 2026, selling an estimated $65.5K and leaving 22,570 shares worth $5.12M. The position accounts for 0.52% of the portfolio, ranked #55.

Romano Brothers & Co first reported a position in WELL in Q3 2022 and has held it in 16 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Romano Brothers & Co held 22,570 shares of Welltower worth $5.12M as of Q2 2026.
  • Romano Brothers & Co sold 310 Welltower shares in Q2 2026, an estimated $65.5K.
  • Welltower made up 0.52% of Romano Brothers & Co's portfolio in Q2 2026, its #55 holding.
  • Romano Brothers & Co first reported a position in Welltower in Q3 2022 and has held it in 16 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.