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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
2014
Q1 		– Sell
-23
Closed -$23K – 599
2013
Q4 		$23K Hold
23
– – ﹤0.01% 311
2013
Q3 		$9K Sell
23
-30
-57% -$1.91K ﹤0.01% 267
2013
Q2 		$12K Buy
+53
New +$3.77K 0.01% 296

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

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. 1,600 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.
  • 1,600 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.