Stifel Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.5M | Buy |
295,621
+16,254
| +6% | +$3.21M | 0.05% | 330 |
|
|
2025
Q4 | $51.9M | Buy |
279,367
+22,077
| +9% | +$4.12M | 0.05% | 355 |
|
|
2025
Q3 | $45.8M | Buy |
257,290
+21,291
| +9% | +$3.5M | 0.04% | 380 |
|
|
2025
Q2 | $36.3M | Buy |
235,999
+26,929
| +13% | +$4.02M | 0.04% | 412 |
|
|
2025
Q1 | $32M | Buy |
209,070
+15,932
| +8% | +$2.27M | 0.03% | 428 |
|
|
2024
Q4 | $24.3M | Buy |
193,138
+264
| +0.1% | +$34.7K | 0.03% | 502 |
|
|
2024
Q3 | $24.7M | Buy |
192,874
+23,585
| +14% | +$2.75M | 0.03% | 502 |
|
|
2024
Q2 | $17.6M | Buy |
169,289
+22,654
| +15% | +$2.22M | 0.02% | 589 |
|
|
2024
Q1 | $13.7M | Buy |
146,635
+9,261
| +7% | +$839K | 0.02% | 686 |
|
|
2023
Q4 | $12.4M | Buy |
137,374
+6,723
| +5% | +$583K | 0.02% | 698 |
|
|
2023
Q3 | $10.7M | Sell |
130,651
-1,237
| -0.9% | -$102K | 0.02% | 690 |
|
|
2023
Q2 | $10.7M | Buy |
131,888
+7,346
| +6% | +$566K | 0.01% | 684 |
|
|
2023
Q1 | $8.93M | Buy |
124,542
+2,621
| +2% | +$190K | 0.01% | 732 |
|
|
2022
Q4 | $7.99M | Sell |
121,921
-3,078
| -2% | -$198K | 0.01% | 756 |
|
|
2022
Q3 | $8.04M | Sell |
124,999
-30,886
| -20% | -$2.41M | 0.01% | 718 |
|
|
2022
Q2 | $12.8M | Sell |
155,885
-449
| -0.3% | -$40K | 0.02% | 576 |
|
|
2022
Q1 | $15M | Sell |
156,334
-21,195
| -12% | -$1.84M | 0.02% | 576 |
|
|
2021
Q4 | $15.2M | Buy |
177,529
+3,927
| +2% | +$327K | 0.02% | 584 |
|
|
2021
Q3 | $14.3M | Sell |
173,602
-7,902
| -4% | -$679K | 0.02% | 589 |
|
|
2021
Q2 | $15.1M | Sell |
181,504
-1,043
| -0.6% | -$79.8K | 0.02% | 554 |
|
|
2021
Q1 | $13.1M | Sell |
182,547
-733
| -0.4% | -$49.2K | 0.02% | 576 |
|
|
2020
Q4 | $11.8M | Buy |
183,280
+10,425
| +6% | +$633K | 0.02% | 549 |
|
|
2020
Q3 | $9.52M | Sell |
172,855
-19,483
| -10% | -$1.07M | 0.02% | 548 |
|
|
2020
Q2 | $9.95M | Sell |
192,338
-315,070
| -62% | -$15.5M | 0.02% | 507 |
|
|
2020
Q1 | $23.3M | Buy |
507,408
+35,797
| +8% | +$2.64M | 0.06% | 258 |
|
|
2019
Q4 | $38.6M | Buy |
471,611
+26,499
| +6% | +$2.27M | 0.08% | 242 |
|
|
2019
Q3 | $40.4M | Sell |
445,112
-3,069
| -0.7% | -$267K | 0.1% | 205 |
|
|
2019
Q2 | $36.6M | Buy |
448,181
+20,664
| +5% | +$1.62M | 0.09% | 215 |
|
|
2019
Q1 | $33.2M | Buy |
427,517
+5,264
| +1% | +$395K | 0.09% | 223 |
|
|
2018
Q4 | $29.3M | Sell |
422,253
-4,489
| -1% | -$305K | 0.09% | 215 |
|
|
2018
Q3 | $27.4M | Sell |
426,742
-12,908
| -3% | -$834K | 0.08% | 252 |
|
|
2018
Q2 | $27.6M | Buy |
439,650
+54,410
| +14% | +$3.03M | 0.08% | 232 |
|
|
2018
Q1 | $21M | Buy |
385,240
+40,998
| +12% | +$2.31M | 0.07% | 291 |
|
|
2017
Q4 | $22M | Buy |
344,242
+22,041
| +7% | +$1.48M | 0.07% | 284 |
|
|
2017
Q3 | $22.7M | Buy |
322,201
+19,352
| +6% | +$1.41M | 0.08% | 258 |
|
|
2017
Q2 | $22.6M | Sell |
302,849
-11,760
| -4% | -$860K | 0.08% | 250 |
|
|
2017
Q1 | $22.3M | Sell |
314,609
-522,673
| -62% | -$35.3M | 0.09% | 241 |
|
|
2016
Q4 | $56M | Buy |
837,282
+21,080
| +3% | +$1.4M | 0.24% | 98 |
|
|
2016
Q3 | $61M | Buy |
816,202
+18,911
| +2% | +$1.45M | 0.27% | 90 |
|
|
2016
Q2 | $60.7M | Buy |
+797,291
| New | +$56.6M | 0.28% | 90 |
|
|
2016
Q1 | – | Sell |
-756,834
| Closed | -$51.5M | – | 2394 |
|
|
2015
Q4 | $51.5M | Buy |
756,834
+69,124
| +10% | +$4.51M | 0.27% | 97 |
|
|
2015
Q3 | $46.6M | Buy |
687,710
+13,072
| +2% | +$873K | 0.26% | 99 |
|
|
2015
Q2 | $44.2M | Buy |
674,638
+7,247
| +1% | +$520K | 0.23% | 115 |
|
|
2015
Q1 | $51.6M | Buy |
667,391
+23,696
| +4% | +$1.87M | 0.28% | 78 |
|
|
2014
Q4 | $48.7M | Buy |
643,695
+547,021
| +566% | +$39.1M | 0.27% | 87 |
|
|
2014
Q3 | $6.03M | Buy |
96,674
+4,613
| +5% | +$297K | 0.05% | 409 |
|
|
2014
Q2 | $5.77M | Sell |
92,061
-22,810
| -20% | -$1.44M | 0.05% | 414 |
|
|
2014
Q1 | $6.85M | Buy |
+114,871
| New | +$6.56M | 0.07% | 352 |
|
Other funds holding WELL
VCM
VPM
Stifel Financial's WELL Position: Q1 2026 in Review
Stifel Financial increased its Welltower (WELL) stake by 5.8% in Q1 2026, buying an estimated $3.21M and bringing the position to 295,621 shares worth $58.5M. The position accounts for 0.05% of the portfolio, ranked #330.
Stifel Financial first reported a position in WELL in Q1 2014 and has held it in 48 quarters since. The position peaked at $61M in Q3 2016. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Stifel Financial held 295,621 shares of Welltower worth $58.5M as of Q1 2026.
- Stifel Financial bought 16,254 Welltower shares in Q1 2026, an estimated $3.21M.
- Welltower made up 0.05% of Stifel Financial's portfolio in Q1 2026, its #330 holding.
- Stifel Financial first reported a position in Welltower in Q1 2014 and has held it in 48 quarters since.
- Stifel Financial's Welltower position peaked at $61M in Q3 2016.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.