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Silver Oak Securities’s Welltower WELL Stock Holding History

Silver Oak Securities’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 		$1.13M Buy
4,977
+1,055
+27% +$223K 0.07% 270
2026
Q1 		$775K Buy
3,922
+710
+22% +$140K 0.06% 321
2025
Q4 		$604K Buy
3,212
+482
+18% +$90K 0.04% 409
2025
Q3 		$486K Buy
2,730
+1,114
+69% +$183K 0.04% 433
2025
Q2 		$248K Buy
+1,616
New +$241K 0.02% 591

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

Silver Oak Securities's WELL Position: Q2 2026 in Review

Silver Oak Securities increased its Welltower (WELL) stake by 27% in Q2 2026, buying an estimated $223K and bringing the position to 4,977 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #270.

Silver Oak Securities first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Silver Oak Securities held 4,977 shares of Welltower worth $1.13M as of Q2 2026.
  • Silver Oak Securities bought 1,055 Welltower shares in Q2 2026, an estimated $223K.
  • Welltower made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #270 holding.
  • Silver Oak Securities first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.