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Synergy Investment Management’s Welltower WELL Stock Holding History

Synergy Investment Management’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 		$13.7K Buy
57
+43
+307% +$9.09K ﹤0.01% 580
2026
Q1 		$2.77K Buy
+14
New +$2.77K ﹤0.01% 662

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

Synergy Investment Management's WELL Position: Q2 2026 in Review

Synergy Investment Management increased its Welltower (WELL) stake by 307% in Q2 2026, buying an estimated $9.09K and bringing the position to 57 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Synergy Investment Management first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Synergy Investment Management held 57 shares of Welltower worth $13.7K as of Q2 2026.
  • Synergy Investment Management bought 43 Welltower shares in Q2 2026, an estimated $9.09K.
  • Welltower made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #580 holding.
  • Synergy Investment Management first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.