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Segment Wealth Management’s Welltower WELL Stock Holding History

Segment Wealth Management’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 		$477K Buy
2,101
+339
+19% +$71.7K 0.02% 235
2026
Q1 		$348K Buy
+1,762
New +$348K 0.02% 247

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

Segment Wealth Management's WELL Position: Q2 2026 in Review

Segment Wealth Management increased its Welltower (WELL) stake by 19% in Q2 2026, buying an estimated $71.7K and bringing the position to 2,101 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #235.

Segment Wealth Management first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Segment Wealth Management held 2,101 shares of Welltower worth $477K as of Q2 2026.
  • Segment Wealth Management bought 339 Welltower shares in Q2 2026, an estimated $71.7K.
  • Welltower made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Segment Wealth Management first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.