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Siemens Fonds Invest’s Welltower WELL Stock Holding History

Siemens Fonds Invest’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 		$5.49M Buy
24,200
+635
+3% +$134K 0.27% 77
2026
Q1 		$4.66M Sell
23,565
-217
-0.9% -$42.9K 0.27% 89
2025
Q4 		$4.47M Buy
23,782
+5,235
+28% +$978K 0.24% 99
2025
Q3 		$3.3M Sell
18,547
-397
-2% -$65.3K 0.18% 131
2025
Q2 		$2.91M Buy
18,944
+1,621
+9% +$242K 0.17% 144
2025
Q1 		$2.65M Buy
17,323
+496
+3% +$70.7K 0.18% 144
2024
Q4 		$2.1M Buy
16,827
+9,183
+120% +$1.21M 0.14% 169
2024
Q3 		$979K Buy
7,644
+1,094
+17% +$128K 0.08% 205
2024
Q2 		$683K Buy
6,550
+672
+11% +$65.9K 0.05% 236
2024
Q1 		$549K Buy
5,878
+83
+1% +$7.51K 0.04% 266
2023
Q4 		$523K Buy
5,795
+1,656
+40% +$144K 0.04% 265
2023
Q3 		$339K Hold
4,139
– – 0.03% 302
2023
Q2 		$333K Buy
4,139
+110
+3% +$8.47K 0.03% 297
2023
Q1 		$289K Sell
4,029
-53
-1% -$3.84K 0.03% 314
2022
Q4 		$268K Sell
4,082
-486
-11% -$31.2K 0.03% 325
2022
Q3 		$294K Hold
4,568
– – 0.03% 315
2022
Q2 		$376K Buy
4,568
+97
+2% +$8.63K 0.04% 292
2022
Q1 		$430K Buy
4,471
+124
+3% +$10.8K 0.03% 295
2021
Q4 		$373K Sell
4,347
-15
-0.3% -$1.25K 0.02% 325
2021
Q3 		$359K Buy
+4,362
New +$375K 0.02% 312

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

Siemens Fonds Invest's WELL Position: Q2 2026 in Review

Siemens Fonds Invest increased its Welltower (WELL) stake by 2.7% in Q2 2026, buying an estimated $134K and bringing the position to 24,200 shares worth $5.49M. The position accounts for 0.27% of the portfolio, ranked #77.

Siemens Fonds Invest first reported a position in WELL in Q3 2021 and has held it in 20 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Siemens Fonds Invest held 24,200 shares of Welltower worth $5.49M as of Q2 2026.
  • Siemens Fonds Invest bought 635 Welltower shares in Q2 2026, an estimated $134K.
  • Welltower made up 0.27% of Siemens Fonds Invest's portfolio in Q2 2026, its #77 holding.
  • Siemens Fonds Invest first reported a position in Welltower in Q3 2021 and has held it in 20 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.