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SVB Wealth’s Welltower WELL Stock Holding History

SVB Wealth’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 		$397K Buy
1,747
+23
+1% +$4.86K 0.03% 292
2026
Q1 		$341K Sell
1,724
-138
-7% -$27.3K 0.02% 311
2025
Q4 		$346K Sell
1,862
-252
-12% -$47.1K 0.02% 311
2025
Q3 		$377K Buy
2,114
+47
+2% +$7.72K 0.02% 323
2025
Q2 		$318K Sell
2,067
-1,431
-41% -$214K 0.02% 354
2025
Q1 		$536K Buy
3,498
+269
+8% +$38.3K 0.02% 205
2024
Q4 		$407K Buy
+3,229
New +$424K 0.01% 477
2024
Q3 		– Sell
-3,279
Closed -$342K – 625
2024
Q2 		$342K Sell
3,279
-1,451
-31% -$142K 0.01% 524
2024
Q1 		$442K Sell
4,730
-433
-8% -$39.2K 0.01% 510
2023
Q4 		$466K Buy
5,163
+1,431
+38% +$124K 0.01% 491
2023
Q3 		$306K Buy
3,732
+49
+1% +$4.03K 0.01% 603
2023
Q2 		$298K Sell
3,683
-96
-3% -$7.4K 0.01% 679
2023
Q1 		$271K Sell
3,779
-2,180
-37% -$158K ﹤0.01% 761
2022
Q4 		$391K Buy
5,959
+1,116
+23% +$71.7K 0.01% 634
2022
Q3 		$311K Buy
4,843
+1,261
+35% +$98.6K ﹤0.01% 680
2022
Q2 		$295K Buy
3,582
+197
+6% +$17.5K ﹤0.01% 572
2022
Q1 		$326K Buy
3,385
+40
+1% +$3.47K ﹤0.01% 564
2021
Q4 		$287K Sell
3,345
-4,286
-56% -$357K ﹤0.01% 594
2021
Q3 		$629K Buy
7,631
+2,046
+37% +$176K 0.01% 527
2021
Q2 		$464K Buy
5,585
+2,527
+83% +$193K 0.01% 602
2021
Q1 		$219K Buy
+3,058
New +$205K ﹤0.01% 808

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

SVB Wealth's WELL Position: Q2 2026 in Review

SVB Wealth increased its Welltower (WELL) stake by 1.3% in Q2 2026, buying an estimated $4.86K and bringing the position to 1,747 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #292.

SVB Wealth first reported a position in WELL in Q1 2021 and has held it in 21 quarters since. The position peaked at $629K in Q3 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • SVB Wealth held 1,747 shares of Welltower worth $397K as of Q2 2026.
  • SVB Wealth bought 23 Welltower shares in Q2 2026, an estimated $4.86K.
  • Welltower made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #292 holding.
  • SVB Wealth first reported a position in Welltower in Q1 2021 and has held it in 21 quarters since.
  • SVB Wealth's Welltower position peaked at $629K in Q3 2021.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.