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WELL icon

SignatureFD’s Welltower WELL Stock Holding History

SignatureFD’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 		$2.72M Buy
13,774
+718
+5% +$142K 0.04% 172
2025
Q4 		$2.42M Buy
13,056
+1,018
+8% +$190K 0.04% 183
2025
Q3 		$2.14M Buy
12,038
+670
+6% +$110K 0.03% 208
2025
Q2 		$1.75M Buy
11,368
+606
+6% +$90.6K 0.03% 227
2025
Q1 		$1.65M Buy
10,762
+465
+5% +$66.3K 0.03% 220
2024
Q4 		$1.3M Buy
10,297
+550
+6% +$72.2K 0.02% 266
2024
Q3 		$1.25M Buy
9,747
+497
+5% +$58K 0.02% 272
2024
Q2 		$964K Buy
9,250
+142
+2% +$13.9K 0.02% 316
2024
Q1 		$851K Buy
9,108
+577
+7% +$52.2K 0.02% 351
2023
Q4 		$769K Buy
8,531
+563
+7% +$48.8K 0.02% 349
2023
Q3 		$653K Buy
7,968
+844
+12% +$69.4K 0.02% 362
2023
Q2 		$576K Buy
7,124
+622
+10% +$47.9K 0.01% 393
2023
Q1 		$466K Buy
6,502
+701
+12% +$50.8K 0.01% 459
2022
Q4 		$380K Buy
5,801
+1,738
+43% +$112K 0.01% 499
2022
Q3 		$261K Buy
4,063
+812
+25% +$63.5K 0.01% 583
2022
Q2 		$268K Sell
3,251
-527
-14% -$46.9K 0.01% 584
2022
Q1 		$363K Buy
3,778
+1,147
+44% +$99.6K 0.01% 515
2021
Q4 		$226K Buy
2,631
+74
+3% +$6.17K 0.01% 678
2021
Q3 		$211K Sell
2,557
-248
-9% -$21.3K 0.01% 668
2021
Q2 		$233K Buy
2,805
+858
+44% +$65.7K 0.01% 607
2021
Q1 		$139K Buy
1,947
+170
+10% +$11.4K 0.01% 738
2020
Q4 		$115K Sell
1,777
-14
-0.8% -$850 0.01% 728
2020
Q3 		$99K Buy
1,791
+256
+17% +$14.1K 0.01% 707
2020
Q2 		$79K Sell
1,535
-1,655
-52% -$81.3K ﹤0.01% 772
2020
Q1 		$146K Buy
3,190
+226
+8% +$16.7K 0.01% 508
2019
Q4 		$242K Sell
2,964
-50
-2% -$4.28K 0.02% 408
2019
Q3 		$273K Buy
3,014
+281
+10% +$24.5K 0.02% 332
2019
Q2 		$223K Sell
2,733
-432
-14% -$34K 0.02% 360
2019
Q1 		$246K Sell
3,165
-52
-2% -$3.9K 0.02% 331
2018
Q4 		$223K Buy
3,217
+260
+9% +$17.7K 0.02% 333
2018
Q3 		$190K Buy
2,957
+44
+2% +$2.84K 0.02% 431
2018
Q2 		$183K Buy
2,913
+1,590
+120% +$88.6K 0.02% 419
2018
Q1 		$72K Buy
+1,323
New +$74.7K 0.01% 633
2016
Q4 		– Sell
-1,128
Closed -$84K – 1227
2016
Q3 		$84K Buy
1,128
+1,051
+1,365% +$80.5K 0.01% 405
2016
Q2 		$6K Buy
77
+43
+126% +$3.05K ﹤0.01% 1059
2016
Q1 		$2K Sell
34
-282
-89% -$18.2K ﹤0.01% 1192
2015
Q4 		$22K Sell
316
-209
-40% -$13.6K ﹤0.01% 546
2015
Q3 		$36K Buy
525
+440
+518% +$29.4K 0.01% 412
2015
Q2 		$6K Buy
85
+7
+9% +$502 ﹤0.01% 726
2015
Q1 		$6K Buy
+78
New +$6.14K ﹤0.01% 646
2014
Q3 		– Sell
-206
Closed -$13K – 910
2014
Q2 		$13K Buy
206
+163
+379% +$10.3K ﹤0.01% 422
2014
Q1 		$3K Hold
43
– – ﹤0.01% 594
2013
Q4 		$2K Hold
43
– – ﹤0.01% 601
2013
Q3 		$3K Buy
+43
New +$2.73K ﹤0.01% 533

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SignatureFD's WELL Position: Q1 2026 in Review

SignatureFD increased its Welltower (WELL) stake by 5.5% in Q1 2026, buying an estimated $142K and bringing the position to 13,774 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #172.

SignatureFD first reported a position in WELL in Q3 2013 and has held it in 44 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • SignatureFD held 13,774 shares of Welltower worth $2.72M as of Q1 2026.
  • SignatureFD bought 718 Welltower shares in Q1 2026, an estimated $142K.
  • Welltower made up 0.04% of SignatureFD's portfolio in Q1 2026, its #172 holding.
  • SignatureFD first reported a position in Welltower in Q3 2013 and has held it in 44 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.