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Summit Global Investments’s Welltower WELL Stock Holding History

Summit Global Investments’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 		$1.92M Buy
8,449
+141
+2% +$29.8K 0.1% 100
2026
Q1 		$1.64M Buy
+8,308
New +$1.64M 0.1% 110
2025
Q4 		– Sell
-4,381
Closed -$780K – 549
2025
Q3 		$780K Sell
4,381
-18,399
-81% -$3.02M 0.05% 236
2025
Q2 		$3.5M Buy
22,780
+12,671
+125% +$1.89M 0.21% 77
2025
Q1 		$1.55M Buy
10,109
+3,184
+46% +$454K 0.11% 109
2024
Q4 		$873K Buy
6,925
+4,566
+194% +$599K 0.05% 240
2024
Q3 		$302K Sell
2,359
-465
-16% -$54.3K 0.02% 425
2024
Q2 		$294K Sell
2,824
-44
-2% -$4.31K 0.02% 422
2024
Q1 		$268K Sell
2,868
-1,198
-29% -$108K 0.02% 422
2023
Q4 		$367K Sell
4,066
-1,523
-27% -$132K 0.02% 391
2023
Q3 		$458K Sell
5,589
-15
-0.3% -$1.23K 0.03% 350
2023
Q2 		$453K Sell
5,604
-5,155
-48% -$397K 0.03% 350
2023
Q1 		$771K Buy
10,759
+5
+0% +$363 0.06% 286
2022
Q4 		$705K Buy
+10,754
New +$691K 0.06% 257

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

Summit Global Investments's WELL Position: Q2 2026 in Review

Summit Global Investments increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $29.8K and bringing the position to 8,449 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #100.

Summit Global Investments first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.5M in Q2 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Summit Global Investments held 8,449 shares of Welltower worth $1.92M as of Q2 2026.
  • Summit Global Investments bought 141 Welltower shares in Q2 2026, an estimated $29.8K.
  • Welltower made up 0.1% of Summit Global Investments's portfolio in Q2 2026, its #100 holding.
  • Summit Global Investments first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • Summit Global Investments's Welltower position peaked at $3.5M in Q2 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.