Signature Estate & Investment Advisors’s Welltower WELL Stock Holding History

Signature Estate & Investment Advisors’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	$15.1M	Buy	66,692 +4,563	+7%	+$965K	0.27%	50
2026 Q1	$12.3M	Buy	62,129 +12,775	+26%	+$2.52M	0.25%	54
2025 Q4	$9.16M	Buy	49,354 +1,974	+4%	+$369K	0.18%	62
2025 Q3	$8.44M	Buy	47,380 +45,941	+3,193%	+$7.55M	0.18%	66
2025 Q2	$221K	Sell	1,439 -12	-0.8%	-$1.79K	0.01%	532
2025 Q1	$222K	Sell	1,451 -360	-20%	-$51.3K	0.01%	506
2024 Q4	$228K	Buy	1,811 +89	+5%	+$11.7K	0.01%	480
2024 Q3	$220K	Buy	+1,722	New	+$201K	0.01%	482

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Signature Estate & Investment Advisors's WELL Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Welltower (WELL) stake by 7.3% in Q2 2026, buying an estimated $965K and bringing the position to 66,692 shares worth $15.1M. The position accounts for 0.27% of the portfolio, ranked #50.

Signature Estate & Investment Advisors first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 782 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Signature Estate & Investment Advisors held 66,692 shares of Welltower worth $15.1M as of Q2 2026.
Signature Estate & Investment Advisors bought 4,563 Welltower shares in Q2 2026, an estimated $965K.
Welltower made up 0.27% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #50 holding.
Signature Estate & Investment Advisors first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
782 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.