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Simon Quick Advisors’s Welltower WELL Stock Holding History

Simon Quick 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 		$3.12M Sell
13,768
-73
-0.5% -$15.4K 0.13% 115
2026
Q1 		$2.74M Sell
13,841
-1,515
-10% -$299K 0.13% 121
2025
Q4 		$2.85M Buy
15,356
+187
+1% +$34.9K 0.12% 110
2025
Q3 		$2.7M Buy
15,169
+79
+0.5% +$13K 0.12% 113
2025
Q2 		$2.32M Buy
15,090
+12,306
+442% +$1.84M 0.12% 111
2025
Q1 		$427K Buy
2,784
+589
+27% +$83.9K 0.02% 333
2024
Q4 		$277K Buy
2,195
+225
+11% +$29.5K 0.02% 367
2024
Q3 		$252K Buy
+1,970
New +$230K 0.02% 358
2019
Q2 		– Sell
-400
Closed -$31K – 591
2019
Q1 		$31K Buy
+400
New +$30K 0.01% 258

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

Simon Quick Advisors's WELL Position: Q2 2026 in Review

Simon Quick Advisors reduced its Welltower (WELL) stake by 0.53% in Q2 2026, selling an estimated $15.4K and leaving 13,768 shares worth $3.12M. The position accounts for 0.13% of the portfolio, ranked #115.

Simon Quick Advisors first reported a position in WELL in Q1 2019 and has held it in 9 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Simon Quick Advisors held 13,768 shares of Welltower worth $3.12M as of Q2 2026.
  • Simon Quick Advisors sold 73 Welltower shares in Q2 2026, an estimated $15.4K.
  • Welltower made up 0.13% of Simon Quick Advisors's portfolio in Q2 2026, its #115 holding.
  • Simon Quick Advisors first reported a position in Welltower in Q1 2019 and has held it in 9 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.