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Smartleaf Asset Management’s Welltower WELL Stock Holding History

Smartleaf Asset Management’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 		$1.86M Hold
8,160
– – 0.06% 274
2026
Q1 		$1.59M Buy
8,160
+883
+12% +$174K 0.06% 295
2025
Q4 		$1.37M Buy
7,277
+338
+5% +$63.1K 0.05% 310
2025
Q3 		$1.22M Buy
6,939
+1,868
+37% +$307K 0.08% 275
2025
Q2 		$771K Sell
5,071
-735
-13% -$110K 0.07% 295
2025
Q1 		$891K Sell
5,806
-37
-0.6% -$5.27K 0.09% 256
2024
Q4 		$730K Buy
5,843
+897
+18% +$118K 0.07% 269
2024
Q3 		$629K Buy
4,946
+1,369
+38% +$160K 0.08% 264
2024
Q2 		$370K Buy
3,577
+675
+23% +$66.2K 0.06% 288
2024
Q1 		$269K Buy
2,902
+707
+32% +$64K 0.05% 304
2023
Q4 		$200K Buy
+2,195
New +$190K 0.05% 314

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

Smartleaf Asset Management's WELL Position: Q2 2026 in Review

Smartleaf Asset Management held its Welltower (WELL) position steady in Q2 2026 at 8,160 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #274.

Smartleaf Asset Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Smartleaf Asset Management held 8,160 shares of Welltower worth $1.86M as of Q2 2026.
  • Smartleaf Asset Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #274 holding.
  • Smartleaf Asset Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.