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Samalin Investment Counsel’s Welltower WELL Stock Holding History

Samalin Investment Counsel’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 		$250K Buy
1,101
+3
+0.3% +$634 0.08% 272
2026
Q1 		$217K Sell
1,098
-102
-9% -$20.2K 0.08% 276
2025
Q4 		$223K Sell
1,200
-40
-3% -$7.47K 0.08% 275
2025
Q3 		$221K Buy
+1,240
New +$204K 0.08% 287

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Samalin Investment Counsel's WELL Position: Q2 2026 in Review

Samalin Investment Counsel increased its Welltower (WELL) stake by 0.27% in Q2 2026, buying an estimated $634 and bringing the position to 1,101 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #272.

Samalin Investment Counsel first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Samalin Investment Counsel held 1,101 shares of Welltower worth $250K as of Q2 2026.
  • Samalin Investment Counsel bought 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.08% of Samalin Investment Counsel's portfolio in Q2 2026, its #272 holding.
  • Samalin Investment Counsel first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.