SSG
WELL icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Securities Group's WELL Position: Q1 2026 in Review

Summit Securities Group reduced its Welltower (WELL) stake by 89% in Q1 2026, selling an estimated $178K and leaving 115 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Summit Securities Group first reported a position in WELL in Q2 2013 and has held it in 18 quarters since. The position peaked at $355K in Q2 2013. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Summit Securities Group held 115 shares of Welltower worth $22.7K as of Q1 2026.
  • Summit Securities Group sold 903 Welltower shares in Q1 2026, an estimated $178K.
  • Welltower made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #502 holding.
  • Summit Securities Group first reported a position in Welltower in Q2 2013 and has held it in 18 quarters since.
  • Summit Securities Group's Welltower position peaked at $355K in Q2 2013.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.