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Salem Investment Counselors’s Welltower WELL Stock Holding History

Salem Investment Counselors’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 		$52.4K Hold
231
– – ﹤0.01% 599
2026
Q1 		$45.7K Buy
+231
New +$45.6K ﹤0.01% 613
2025
Q4 		– Sell
-231
Closed -$41.2K – 1148
2025
Q3 		$41.2K Hold
231
– – ﹤0.01% 630
2025
Q2 		$35.5K Sell
231
-24
-9% -$3.59K ﹤0.01% 641
2025
Q1 		$39.1K Buy
255
+24
+10% +$3.42K ﹤0.01% 610
2024
Q4 		$29.1K Hold
231
– – ﹤0.01% 676
2024
Q3 		$29.6K Hold
231
– – ﹤0.01% 683
2024
Q2 		$24.1K Hold
231
– – ﹤0.01% 698
2024
Q1 		$21.6K Sell
231
-194
-46% -$17.6K ﹤0.01% 699
2023
Q4 		$38.3K Buy
425
+194
+84% +$16.8K ﹤0.01% 594
2023
Q3 		$18.9K Hold
231
– – ﹤0.01% 679
2023
Q2 		$18.7K Hold
231
– – ﹤0.01% 704
2023
Q1 		$16.6K Hold
231
– – ﹤0.01% 726
2022
Q4 		$15.1K Hold
231
– – ﹤0.01% 705
2022
Q3 		$15K Hold
231
– – ﹤0.01% 686
2022
Q2 		$19K Sell
231
-4,000
-95% -$356K ﹤0.01% 670
2022
Q1 		$407K Buy
4,231
+4,000
+1,732% +$347K 0.02% 276
2021
Q4 		$20K Buy
+231
New +$19.3K ﹤0.01% 710
2020
Q1 		– Sell
-158
Closed -$13K – 720
2019
Q4 		$13K Buy
+158
New +$13.5K ﹤0.01% 544
2017
Q3 		– Sell
-75
Closed -$6K – 673
2017
Q2 		$6K Buy
+75
New +$5.48K ﹤0.01% 511

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Salem Investment Counselors's WELL Position: Q2 2026 in Review

Salem Investment Counselors held its Welltower (WELL) position steady in Q2 2026 at 231 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Salem Investment Counselors first reported a position in WELL in Q2 2017 and has held it in 20 quarters since. The position peaked at $407K in Q1 2022. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Salem Investment Counselors held 231 shares of Welltower worth $52.4K as of Q2 2026.
  • Salem Investment Counselors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #599 holding.
  • Salem Investment Counselors first reported a position in Welltower in Q2 2017 and has held it in 20 quarters since.
  • Salem Investment Counselors's Welltower position peaked at $407K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.