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Sentry Investment Management’s Welltower WELL Stock Holding History

Sentry Investment 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
Q1 		– Sell
-1,790
Closed -$332K – 485
2025
Q4 		$332K Hold
1,790
– – 0.22% 89
2025
Q3 		$303K Buy
1,790
+231
+15% +$38K 0.2% 94
2025
Q2 		$237K Sell
1,559
-237
-13% -$35.4K 0.13% 163
2025
Q1 		$249K Sell
1,796
-536
-23% -$76.4K 0.17% 130
2024
Q4 		$294K Buy
+2,332
New +$306K 0.14% 150
2024
Q3 		– Sell
-2,258
Closed -$235K – 496
2024
Q2 		$235K Sell
2,258
-462
-17% -$45.3K 0.1% 183
2024
Q1 		$254K Hold
2,720
– – 0.1% 196
2023
Q4 		$245K Sell
2,720
-292
-10% -$25.3K 0.11% 198
2023
Q3 		$247K Sell
3,012
-28
-0.9% -$2.3K 0.12% 169
2023
Q2 		$246K Buy
+3,040
New +$234K 0.09% 231
2023
Q1 		– Sell
-732
Closed -$48K – 499
2022
Q4 		$48K Sell
732
-2,143
-75% -$138K 0.02% 454
2022
Q3 		$185K Hold
2,875
– – 0.09% 244
2022
Q2 		$237K Sell
2,875
-560
-16% -$49.8K 0.11% 195
2022
Q1 		$330K Sell
3,435
-578
-14% -$50.2K 0.11% 197
2021
Q4 		$344K Buy
4,013
+773
+24% +$64.4K 0.09% 230
2021
Q3 		$267K Buy
3,240
+3,219
+15,329% +$277K 0.08% 259
2021
Q2 		$2K Buy
+21
New +$1.61K ﹤0.01% 482
2020
Q3 		– Sell
-22,951
Closed -$1.19M – 483
2020
Q2 		$1.19M Buy
22,951
+22,904
+48,732% +$1.13M 0.07% 267
2020
Q1 		$2K Buy
+47
New +$3.47K ﹤0.01% 421
2018
Q4 		– Sell
-5,590
Closed -$360K – 479
2018
Q3 		$360K Sell
5,590
-6,336
-53% -$409K 0.02% 440
2018
Q2 		$748K Sell
11,926
-1,360
-10% -$75.8K 0.05% 356
2018
Q1 		$723K Sell
13,286
-1,282
-9% -$72.4K 0.04% 375
2017
Q4 		$929K Buy
14,568
+4,128
+40% +$277K 0.05% 345
2017
Q3 		$734K Sell
10,440
-14,722
-59% -$1.07M 0.03% 386
2017
Q2 		$1.88M Hold
25,162
– – 0.07% 217
2017
Q1 		$1.78M Sell
25,162
-1,217
-5% -$82.1K 0.07% 221
2016
Q4 		$1.77M Hold
26,379
– – 0.07% 223
2016
Q3 		$1.97M Hold
26,379
– – 0.09% 200
2016
Q2 		$2.01M Hold
26,379
– – 0.09% 185
2016
Q1 		$1.83M Hold
26,379
– – 0.08% 194
2015
Q4 		$1.79M Buy
26,379
+13,273
+101% +$866K 0.08% 197
2015
Q3 		$888K Hold
13,106
– – 0.04% 293
2015
Q2 		$860K Hold
13,106
– – 0.04% 319
2015
Q1 		$1.01M Hold
13,106
– – 0.05% 274
2014
Q4 		$992K Hold
13,106
– – 0.05% 261
2014
Q3 		$817K Sell
13,106
-1,615
-11% -$104K 0.04% 281
2014
Q2 		$923K Sell
14,721
-1,079
-7% -$67.9K 0.05% 280
2014
Q1 		$942K Hold
15,800
– – 0.05% 266
2013
Q4 		$846K Buy
15,800
+11,500
+267% +$684K 0.05% 290
2013
Q3 		$268K Sell
4,300
-1,500
-26% -$95.4K 0.02% 490
2013
Q2 		$389K Buy
+5,800
New +$412K 0.02% 381

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sentry Investment Management's WELL Position: Q1 2026 in Review

Sentry Investment Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,790 shares — an estimated $332K sold.

Sentry Investment Management first reported a position in WELL in Q2 2013 and held it in 41 quarters. The position peaked at $2.01M in Q2 2016. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sentry Investment Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,790 Welltower shares in Q1 2026, an estimated $332K.
  • Sentry Investment Management first reported a position in Welltower in Q2 2013 and held it in 41 quarters.
  • Sentry Investment Management's Welltower position peaked at $2.01M in Q2 2016.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.