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Rothschild Investment LLC’s Welltower WELL Stock Holding History

Rothschild Investment LLC’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 		$398K Buy
1,755
+33
+2% +$6.98K 0.01% 677
2026
Q1 		$341K Buy
1,722
+69
+4% +$13.6K 0.02% 516
2025
Q4 		$307K Buy
1,653
+36
+2% +$6.72K 0.02% 492
2025
Q3 		$288K Buy
1,617
+157
+11% +$25.8K 0.02% 492
2025
Q2 		$224K Buy
1,460
+44
+3% +$6.58K 0.01% 483
2025
Q1 		$217K Buy
1,416
+53
+4% +$7.55K 0.01% 487
2024
Q4 		$172K Buy
1,363
+21
+2% +$2.76K 0.01% 540
2024
Q3 		$172K Buy
1,342
+25
+2% +$2.92K 0.01% 543
2024
Q2 		$137K Buy
1,317
+129
+11% +$12.6K 0.01% 566
2024
Q1 		$111K Buy
1,188
+20
+2% +$1.81K 0.01% 579
2023
Q4 		$105K Buy
+1,168
New +$101K 0.01% 522

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's WELL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Welltower (WELL) stake by 1.9% in Q2 2026, buying an estimated $6.98K and bringing the position to 1,755 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #677.

Rothschild Investment LLC first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Rothschild Investment LLC held 1,755 shares of Welltower worth $398K as of Q2 2026.
  • Rothschild Investment LLC bought 33 Welltower shares in Q2 2026, an estimated $6.98K.
  • Welltower made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #677 holding.
  • Rothschild Investment LLC first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.