Salomon & Ludwin’s Welltower WELL Stock Holding History

Salomon & Ludwin’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	$96.5K	Hold	419	–	–	0.01%	288
2026 Q1	$84.8K	Hold	419	–	–	0.01%	286
2025 Q4	$77.4K	Buy	419 +83	+25%	+$15.5K	0.01%	289
2025 Q3	$58.8K	Buy	+336	New	+$55.2K	0.01%	346

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Salomon & Ludwin's WELL Position: Q2 2026 in Review

Salomon & Ludwin held its Welltower (WELL) position steady in Q2 2026 at 419 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #288.

Salomon & Ludwin first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Salomon & Ludwin held 419 shares of Welltower worth $96.5K as of Q2 2026.
Salomon & Ludwin left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #288 holding.
Salomon & Ludwin first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.