Spirit of America Management Corp’s Welltower WELL Stock Holding History

Spirit of America Management Corp’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	$9.47M	Buy	41,725 +300	+0.7%	+$63.4K	1.79%	7
2026 Q1	$8.19M	Hold	41,425	–	–	1.62%	12
2025 Q4	$7.69M	Buy	41,425 +1,600	+4%	+$299K	1.63%	7
2025 Q3	$7.09M	Buy	39,825 +700	+2%	+$115K	1.42%	14
2025 Q2	$6.01M	Buy	39,125 +1,400	+4%	+$209K	1.25%	22
2025 Q1	$5.78M	Buy	37,725 +1,700	+5%	+$242K	1.17%	25
2024 Q4	$4.54M	Buy	36,025 +200	+0.6%	+$26.3K	0.92%	28
2024 Q3	$4.59M	Buy	35,825 +650	+2%	+$75.8K	0.91%	29
2024 Q2	$3.67M	Buy	35,175 +1,300	+4%	+$127K	0.74%	34
2024 Q1	$3.17M	Buy	33,875 +3,900	+13%	+$353K	0.64%	36
2023 Q4	$2.7M	Buy	29,975 +5,650	+23%	+$490K	0.59%	43
2023 Q3	$1.99M	Buy	24,325 +2,100	+9%	+$173K	0.45%	48
2023 Q2	$1.8M	Buy	22,225 +500	+2%	+$38.5K	0.41%	62
2023 Q1	$1.56M	Sell	21,725 -910	-4%	-$66K	0.35%	72
2022 Q4	$1.48M	Hold	22,635	–	–	0.33%	79
2022 Q3	$1.46M	Buy	22,635 +400	+2%	+$31.3K	0.35%	78
2022 Q2	$1.83M	Buy	22,235 +400	+2%	+$35.6K	0.42%	68
2022 Q1	$2.1M	Buy	21,835 +4,050	+23%	+$352K	0.41%	70
2021 Q4	$1.52M	Hold	17,785	–	–	0.31%	92
2021 Q3	$1.47M	Buy	17,785 +1,150	+7%	+$98.8K	0.32%	91
2021 Q2	$1.38M	Buy	16,635 +600	+4%	+$45.9K	0.3%	92
2021 Q1	$1.15M	Sell	16,035 -2,800	-15%	-$188K	0.27%	93
2020 Q4	$1.22M	Hold	18,835	–	–	0.3%	94
2020 Q3	$1.04M	Hold	18,835	–	–	0.28%	100
2020 Q2	$975K	Sell	18,835 -10,550	-36%	-$518K	0.25%	103
2020 Q1	$1.35M	Sell	29,385 -4,700	-14%	-$347K	0.43%	63
2019 Q4	$2.79M	Buy	34,085 +1,210	+4%	+$104K	0.49%	50
2019 Q3	$2.98M	Buy	32,875 +3,400	+12%	+$296K	0.48%	52
2019 Q2	$2.4M	Buy	29,475 +2,775	+10%	+$218K	0.36%	62
2019 Q1	$2.07M	Buy	26,700 +1,300	+5%	+$97.5K	0.3%	70
2018 Q4	$1.76M	Hold	25,400	–	–	0.28%	75
2018 Q3	$1.63M	Hold	25,400	–	–	0.2%	96
2018 Q2	$1.59M	Buy	25,400 +500	+2%	+$27.9K	0.2%	97
2018 Q1	$1.36M	Buy	24,900 +6,100	+32%	+$344K	0.18%	109
2017 Q4	$1.2M	Sell	18,800 -3,000	-14%	-$201K	0.13%	123
2017 Q3	$1.53M	Hold	21,800	–	–	0.16%	105
2017 Q2	$1.63M	Hold	21,800	–	–	0.18%	103
2017 Q1	$1.54M	Buy	21,800 +1,500	+7%	+$101K	0.16%	104
2016 Q4	$1.36M	Hold	20,300	–	–	0.16%	109
2016 Q3	$1.52M	Hold	20,300	–	–	0.2%	101
2016 Q2	$1.55M	Hold	20,300	–	–	0.23%	88
2016 Q1	$1.41M	Buy	20,300 +3,000	+17%	+$193K	0.25%	87
2015 Q4	$1.18M	Sell	17,300 -7,300	-30%	-$476K	0.23%	96
2015 Q3	$1.67M	Hold	24,600	–	–	0.35%	76
2015 Q2	$1.61M	Buy	24,600 +1,300	+6%	+$93.2K	0.31%	75
2015 Q1	$1.8M	Buy	23,300 +6,000	+35%	+$472K	0.38%	70
2014 Q4	$1.31M	Sell	17,300 -17,000	-50%	-$1.21M	0.33%	79
2014 Q3	$2.14M	Hold	34,300	–	–	0.65%	38
2014 Q2	$2.15M	Hold	34,300	–	–	0.86%	28
2014 Q1	$2.04M	Hold	34,300	–	–	0.84%	26
2013 Q4	$1.84M	Hold	34,300	–	–	1.45%	28
2013 Q3	$2.14M	Hold	34,300	–	–	0.79%	33
2013 Q2	$2.3M	Buy	+34,300	New	+$2.44M	0.83%	29

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Spirit of America Management Corp's WELL Position: Q2 2026 in Review

Spirit of America Management Corp increased its Welltower (WELL) stake by 0.72% in Q2 2026, buying an estimated $63.4K and bringing the position to 41,725 shares worth $9.47M. The position accounts for 1.79% of the portfolio, ranked #7.

Spirit of America Management Corp first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Spirit of America Management Corp held 41,725 shares of Welltower worth $9.47M as of Q2 2026.
Spirit of America Management Corp bought 300 Welltower shares in Q2 2026, an estimated $63.4K.
Welltower made up 1.79% of Spirit of America Management Corp's portfolio in Q2 2026, its #7 holding.
Spirit of America Management Corp first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.