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Summit Securities Group’s Welltower WELL Stock Holding History

Summit Securities Group’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 		$37.2K Buy
164
+49
+43% +$10.4K ﹤0.01% 623
2026
Q1 		$22.7K Sell
115
-903
-89% -$178K ﹤0.01% 502
2025
Q4 		$189K Sell
1,018
-137
-12% -$25.6K 0.02% 341
2025
Q3 		$206K Buy
1,155
+732
+173% +$120K 0.04% 265
2025
Q2 		$65K Buy
+423
New +$63.2K 0.01% 450
2023
Q4 		– Sell
-1
Closed – – 941
2023
Q3 		$0 Sell
1
-648
-100% -$53.3K ﹤0.01% 1057
2023
Q2 		$52K Sell
649
-280
-30% -$21.6K 0.01% 405
2023
Q1 		$67K Buy
929
+352
+61% +$25.5K 0.01% 365
2022
Q4 		$38K Buy
577
+377
+189% +$24.2K ﹤0.01% 779
2022
Q3 		$13K Sell
200
-949
-83% -$74.2K ﹤0.01% 774
2022
Q2 		$95K Buy
1,149
+770
+203% +$68.5K 0.01% 421
2022
Q1 		$36K Buy
+379
New +$32.9K ﹤0.01% 651
2016
Q1 		– Sell
-3,650
Closed -$248K – 335
2015
Q4 		$248K Buy
+3,650
New +$238K 0.08% 171
2015
Q1 		– Sell
-700
Closed -$53K – 658
2014
Q4 		$53K Sell
700
-900
-56% -$64.3K 0.02% 323
2014
Q3 		$100K Sell
1,600
-600
-27% -$38.7K 0.03% 306
2014
Q2 		$138K Buy
+2,200
New +$138K 0.05% 204
2014
Q1 		– Sell
-2,300
Closed -$123K – 598
2013
Q4 		$123K Hold
2,300
– – 0.02% 210
2013
Q3 		$143K Sell
2,300
-3,000
-57% -$191K 0.05% 136
2013
Q2 		$355K Buy
+5,300
New +$377K 0.17% 80

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 Securities Group's WELL Position: Q2 2026 in Review

Summit Securities Group increased its Welltower (WELL) stake by 43% in Q2 2026, buying an estimated $10.4K and bringing the position to 164 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Summit Securities Group first reported a position in WELL in Q2 2013 and has held it in 19 quarters since. The position peaked at $355K in Q2 2013. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Summit Securities Group held 164 shares of Welltower worth $37.2K as of Q2 2026.
  • Summit Securities Group bought 49 Welltower shares in Q2 2026, an estimated $10.4K.
  • Welltower made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #623 holding.
  • Summit Securities Group first reported a position in Welltower in Q2 2013 and has held it in 19 quarters since.
  • Summit Securities Group's Welltower position peaked at $355K in Q2 2013.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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