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Sit Investment Associates’s Welltower WELL Stock Holding History

Sit Investment Associates’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 		$102K Sell
450
-435
-49% -$92K ﹤0.01% 474
2026
Q1 		$175K Hold
885
– – ﹤0.01% 441
2025
Q4 		$164K Hold
885
– – ﹤0.01% 452
2025
Q3 		$158K Hold
885
– – ﹤0.01% 449
2025
Q2 		$136K Sell
885
-105
-11% -$15.7K ﹤0.01% 463
2025
Q1 		$152K Hold
990
– – ﹤0.01% 466
2024
Q4 		$125K Sell
990
-210
-18% -$27.6K ﹤0.01% 475
2024
Q3 		$154K Sell
1,200
-845
-41% -$98.6K ﹤0.01% 480
2024
Q2 		$213K Sell
2,045
-150
-7% -$14.7K ﹤0.01% 455
2024
Q1 		$205K Buy
+2,195
New +$199K ﹤0.01% 460
2017
Q4 		– Sell
-49
Closed -$3K – 661
2017
Q3 		$3K Hold
49
– – ﹤0.01% 620
2017
Q2 		$4K Buy
+49
New +$3.58K ﹤0.01% 587

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

Sit Investment Associates's WELL Position: Q2 2026 in Review

Sit Investment Associates reduced its Welltower (WELL) stake by 49% in Q2 2026, selling an estimated $92K and leaving 450 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Sit Investment Associates first reported a position in WELL in Q2 2017 and has held it in 12 quarters since. The position peaked at $213K in Q2 2024. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sit Investment Associates held 450 shares of Welltower worth $102K as of Q2 2026.
  • Sit Investment Associates sold 435 Welltower shares in Q2 2026, an estimated $92K.
  • Welltower made up ﹤0.01% of Sit Investment Associates's portfolio in Q2 2026, its #474 holding.
  • Sit Investment Associates first reported a position in Welltower in Q2 2017 and has held it in 12 quarters since.
  • Sit Investment Associates's Welltower position peaked at $213K in Q2 2024.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.