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Stone House Investment Management’s Welltower WELL Stock Holding History

Stone House Investment 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 		$1.59K Buy
7
+2
+40% +$423 ﹤0.01% 783
2026
Q1 		$989 Hold
5
– – ﹤0.01% 701
2025
Q4 		$928 Buy
5
+2
+67% +$374 ﹤0.01% 646
2025
Q3 		$534 Buy
+3
New +$493 ﹤0.01% 644

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 $3.38T AUM 44.17% 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

Stone House Investment Management's WELL Position: Q2 2026 in Review

Stone House Investment Management increased its Welltower (WELL) stake by 40% in Q2 2026, buying an estimated $423 and bringing the position to 7 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Stone House Investment Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Stone House Investment Management held 7 shares of Welltower worth $1.59K as of Q2 2026.
  • Stone House Investment Management bought 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #783 holding.
  • Stone House Investment Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.