Thurston Springer Miller Herd & Titak’s Welltower WELL Stock Holding History

Thurston Springer Miller Herd & Titak’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	$210K	Sell	925 -35	-4%	-$7.4K	0.08%	239
2026 Q1	$190K	Sell	960 -70	-7%	-$13.8K	0.08%	263
2025 Q4	$191K	Buy	1,030 +996	+2,929%	+$186K	0.07%	257
2025 Q3	$6.06K	Sell	34 -2,578	-99%	-$424K	0.01%	400
2025 Q2	$402K	Buy	2,612 +521	+25%	+$77.9K	0.05%	272
2025 Q1	$320K	Buy	2,091 +628	+43%	+$89.5K	0.05%	243
2024 Q4	$184K	Sell	1,463 -714	-33%	-$93.7K	0.04%	283
2024 Q3	$279K	Buy	2,177 +72	+3%	+$8.4K	0.08%	212
2024 Q2	$219K	Buy	+2,105	New	+$206K	0.07%	292

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's WELL Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its Welltower (WELL) stake by 3.6% in Q2 2026, selling an estimated $7.4K and leaving 925 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #239.

Thurston Springer Miller Herd & Titak first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. The position peaked at $402K in Q2 2025. 523 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Thurston Springer Miller Herd & Titak held 925 shares of Welltower worth $210K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 35 Welltower shares in Q2 2026, an estimated $7.4K.
Welltower made up 0.08% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #239 holding.
Thurston Springer Miller Herd & Titak first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Welltower position peaked at $402K in Q2 2025.
523 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.