Stephens Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.73M | Sell |
7,625
-300
| -4% | -$63.4K | 0.02% | 528 |
|
|
2026
Q1 | $1.57M | Sell |
7,925
-2,093
| -21% | -$414K | 0.02% | 528 |
|
|
2025
Q4 | $1.86M | Buy |
10,018
+352
| +4% | +$65.7K | 0.02% | 490 |
|
|
2025
Q3 | $1.72M | Buy |
9,666
+162
| +2% | +$26.6K | 0.02% | 517 |
|
|
2025
Q2 | $1.46M | Sell |
9,504
-600
| -6% | -$89.7K | 0.02% | 532 |
|
|
2025
Q1 | $1.55M | Sell |
10,104
-204
| -2% | -$29.1K | 0.02% | 528 |
|
|
2024
Q4 | $1.3M | Sell |
10,308
-302
| -3% | -$39.6K | 0.02% | 539 |
|
|
2024
Q3 | $1.36M | Buy |
10,610
+3,857
| +57% | +$450K | 0.02% | 531 |
|
|
2024
Q2 | $704K | Buy |
6,753
+71
| +1% | +$6.96K | 0.01% | 682 |
|
|
2024
Q1 | $624K | Sell |
6,682
-164
| -2% | -$14.8K | 0.01% | 723 |
|
|
2023
Q4 | $617K | Buy |
6,846
+387
| +6% | +$33.6K | 0.01% | 674 |
|
|
2023
Q3 | $529K | Sell |
6,459
-776
| -11% | -$63.8K | 0.01% | 707 |
|
|
2023
Q2 | $585K | Hold |
7,235
| – | – | 0.01% | 686 |
|
|
2023
Q1 | $519K | Sell |
7,235
-14
| -0.2% | -$1.01K | 0.01% | 708 |
|
|
2022
Q4 | $475K | Sell |
7,249
-1,560
| -18% | -$100K | 0.01% | 718 |
|
|
2022
Q3 | $567K | Sell |
8,809
-1,918
| -18% | -$150K | 0.01% | 663 |
|
|
2022
Q2 | $883K | Sell |
10,727
-429
| -4% | -$38.2K | 0.02% | 557 |
|
|
2022
Q1 | $1.07M | Sell |
11,156
-5,807
| -34% | -$504K | 0.02% | 578 |
|
|
2021
Q4 | $1.46M | Sell |
16,963
-9,335
| -35% | -$778K | 0.02% | 522 |
|
|
2021
Q3 | $2.17M | Sell |
26,298
-2,386
| -8% | -$205K | 0.03% | 446 |
|
|
2021
Q2 | $2.38M | Sell |
28,684
-504
| -2% | -$38.6K | 0.04% | 440 |
|
|
2021
Q1 | $2.09M | Sell |
29,188
-14,426
| -33% | -$969K | 0.03% | 448 |
|
|
2020
Q4 | $2.82M | Sell |
43,614
-8,464
| -16% | -$514K | 0.05% | 354 |
|
|
2020
Q3 | $2.87M | Sell |
52,078
-719
| -1% | -$39.5K | 0.06% | 322 |
|
|
2020
Q2 | $2.73M | Sell |
52,797
-30,945
| -37% | -$1.52M | 0.06% | 321 |
|
|
2020
Q1 | $3.83M | Sell |
83,742
-23,035
| -22% | -$1.7M | 0.1% | 212 |
|
|
2019
Q4 | $8.73M | Buy |
106,777
+3,907
| +4% | +$335K | 0.18% | 131 |
|
|
2019
Q3 | $9.32M | Sell |
102,870
-13,429
| -12% | -$1.17M | 0.21% | 113 |
|
|
2019
Q2 | $9.48M | Buy |
116,299
+242
| +0.2% | +$19K | 0.21% | 108 |
|
|
2019
Q1 | $9.01M | Buy |
116,057
+3,031
| +3% | +$227K | 0.21% | 111 |
|
|
2018
Q4 | $7.84M | Sell |
113,026
-2,215
| -2% | -$151K | 0.22% | 99 |
|
|
2018
Q3 | $7.41M | Sell |
115,241
-4,113
| -3% | -$266K | 0.18% | 126 |
|
|
2018
Q2 | $7.48M | Sell |
119,354
-12,629
| -10% | -$704K | 0.23% | 104 |
|
|
2018
Q1 | $7.18M | Sell |
131,983
-4,061
| -3% | -$229K | 0.27% | 90 |
|
|
2017
Q4 | $8.68M | Sell |
136,044
-6,782
| -5% | -$455K | 0.32% | 70 |
|
|
2017
Q3 | $10M | Buy |
142,826
+3,560
| +3% | +$259K | 0.36% | 60 |
|
|
2017
Q2 | $10.4M | Sell |
139,266
-10,729
| -7% | -$784K | 0.36% | 56 |
|
|
2017
Q1 | $10.6M | Buy |
149,995
+9,906
| +7% | +$668K | 0.39% | 50 |
|
|
2016
Q4 | $9.38M | Buy |
140,089
+23,050
| +20% | +$1.53M | 0.38% | 51 |
|
|
2016
Q3 | $8.75M | Sell |
117,039
-2,943
| -2% | -$225K | 0.38% | 52 |
|
|
2016
Q2 | $9.14M | Buy |
119,982
+8,952
| +8% | +$636K | 0.41% | 49 |
|
|
2016
Q1 | $7.7M | Buy |
111,030
+6,943
| +7% | +$448K | 0.38% | 50 |
|
|
2015
Q4 | $7.08M | Buy |
104,087
+7,256
| +7% | +$474K | 0.36% | 64 |
|
|
2015
Q3 | $6.56M | Buy |
96,831
+455
| +0.5% | +$30.4K | 0.34% | 59 |
|
|
2015
Q2 | $6.33M | Sell |
96,376
-3,239
| -3% | -$232K | 0.29% | 68 |
|
|
2015
Q1 | $7.71M | Buy |
99,615
+1,884
| +2% | +$148K | 0.35% | 54 |
|
|
2014
Q4 | $7.39M | Buy |
97,731
+6,533
| +7% | +$466K | 0.35% | 53 |
|
|
2014
Q3 | $5.69M | Buy |
91,198
+15,997
| +21% | +$1.03M | 0.28% | 72 |
|
|
2014
Q2 | $4.71M | Buy |
75,201
+2,405
| +3% | +$151K | 0.24% | 90 |
|
|
2014
Q1 | $4.34M | Buy |
72,796
+6,486
| +10% | +$371K | 0.24% | 95 |
|
|
2013
Q4 | $3.55M | Buy |
66,310
+429
| +0.7% | +$25.5K | 0.18% | 117 |
|
|
2013
Q3 | $4.11M | Sell |
65,881
-6,795
| -9% | -$432K | 0.22% | 84 |
|
|
2013
Q2 | $4.87M | Buy |
+72,676
| New | +$5.16M | 0.27% | 66 |
|
Other funds holding WELL
Stephens Inc's WELL Position: Q2 2026 in Review
Stephens Inc reduced its Welltower (WELL) stake by 3.8% in Q2 2026, selling an estimated $63.4K and leaving 7,625 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #528.
Stephens Inc first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.6M in Q1 2017. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Stephens Inc held 7,625 shares of Welltower worth $1.73M as of Q2 2026.
- Stephens Inc sold 300 Welltower shares in Q2 2026, an estimated $63.4K.
- Welltower made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #528 holding.
- Stephens Inc first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- Stephens Inc's Welltower position peaked at $10.6M in Q1 2017.
- 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.