SGK
WELL icon

Steigerwald Gordon & Koch’s Welltower WELL Stock Holding History

Steigerwald Gordon & Koch’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 		$278K Hold
1,223
– – 0.03% 128
2026
Q1 		$242K Buy
1,223
+177
+17% +$35K 0.02% 121
2025
Q4 		$194K Hold
1,046
– – 0.02% 147
2025
Q3 		$186K Buy
+1,046
New +$172K 0.02% 143

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

Steigerwald Gordon & Koch's WELL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Welltower (WELL) position steady in Q2 2026 at 1,223 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #128.

Steigerwald Gordon & Koch first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,223 shares of Welltower worth $278K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #128 holding.
  • Steigerwald Gordon & Koch first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.