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Savant Capital’s Welltower WELL Stock Holding History

Savant Capital’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 		$4.71M Buy
21,653
+13,633
+170% +$2.88M 0.01% 421
2026
Q1 		$1.59M Buy
8,020
+277
+4% +$54.7K 0.01% 476
2025
Q4 		$1.44M Buy
7,743
+79
+1% +$14.8K 0.01% 478
2025
Q3 		$1.37M Buy
7,664
+797
+12% +$131K 0.01% 469
2025
Q2 		$1.06M Buy
6,867
+699
+11% +$104K 0.01% 505
2025
Q1 		$945K Sell
6,168
-2,803
-31% -$399K 0.01% 497
2024
Q4 		$1.13M Buy
8,971
+2,823
+46% +$371K 0.01% 608
2024
Q3 		$787K Sell
6,148
-2,121
-26% -$247K 0.01% 724
2024
Q2 		$862K Buy
8,269
+430
+5% +$42.1K 0.01% 631
2024
Q1 		$732K Buy
7,839
+599
+8% +$54.2K 0.01% 632
2023
Q4 		$653K Buy
7,240
+3,591
+98% +$312K 0.01% 506
2023
Q3 		$299K Sell
3,649
-33
-0.9% -$2.71K ﹤0.01% 651
2023
Q2 		$298K Buy
3,682
+490
+15% +$37.8K ﹤0.01% 648
2023
Q1 		$229K Buy
+3,192
New +$232K ﹤0.01% 654

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

Savant Capital's WELL Position: Q2 2026 in Review

Savant Capital increased its Welltower (WELL) stake by 170% in Q2 2026, buying an estimated $2.88M and bringing the position to 21,653 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #421.

Savant Capital first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Savant Capital held 21,653 shares of Welltower worth $4.71M as of Q2 2026.
  • Savant Capital bought 13,633 Welltower shares in Q2 2026, an estimated $2.88M.
  • Welltower made up 0.01% of Savant Capital's portfolio in Q2 2026, its #421 holding.
  • Savant Capital first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.