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Tidal Investments’s Welltower WELL Stock Holding History

Tidal Investments’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 		$66.5M Buy
292,932
+33,828
+13% +$7.15M 0.12% 173
2026
Q1 		$51.2M Buy
259,104
+47,685
+23% +$9.42M 0.11% 168
2025
Q4 		$39.2M Buy
211,419
+1,507
+0.7% +$281K 0.09% 186
2025
Q3 		$37.4M Buy
209,912
+9,021
+4% +$1.48M 0.07% 203
2025
Q2 		$30.9M Buy
200,891
+20,549
+11% +$3.07M 0.19% 134
2025
Q1 		$27.6M Buy
180,342
+134,850
+296% +$19.2M 0.22% 97
2024
Q4 		$5.73M Buy
45,492
+24,476
+116% +$3.21M 0.05% 385
2024
Q3 		$2.69M Buy
21,016
+6,639
+46% +$775K 0.03% 519
2024
Q2 		$1.5M Sell
14,377
-6,949
-33% -$681K 0.02% 694
2024
Q1 		$1.99M Buy
21,326
+8,082
+61% +$732K 0.03% 529
2023
Q4 		$1.19M Buy
13,244
+228
+2% +$19.8K 0.03% 557
2023
Q3 		$1.07M Buy
13,016
+2,451
+23% +$202K 0.03% 520
2023
Q2 		$855K Sell
10,565
-6,358
-38% -$490K 0.03% 591
2023
Q1 		$1.21M Buy
16,923
+813
+5% +$59K 0.04% 427
2022
Q4 		$1.06M Buy
16,110
+9,298
+136% +$598K 0.04% 429
2022
Q3 		$438K Buy
6,812
+535
+9% +$41.8K 0.02% 617
2022
Q2 		$517K Sell
6,277
-271
-4% -$24.1K 0.02% 592
2022
Q1 		$630K Buy
6,548
+1,553
+31% +$135K 0.02% 581
2021
Q4 		$428K Buy
4,995
+743
+17% +$61.9K 0.01% 667
2021
Q3 		$351K Buy
4,252
+840
+25% +$72.2K 0.01% 622
2021
Q2 		$284K Buy
+3,412
New +$261K 0.01% 594

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

Tidal Investments's WELL Position: Q2 2026 in Review

Tidal Investments increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $7.15M and bringing the position to 292,932 shares worth $66.5M. The position accounts for 0.12% of the portfolio, ranked #173.

Tidal Investments first reported a position in WELL in Q2 2021 and has held it in 21 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Tidal Investments held 292,932 shares of Welltower worth $66.5M as of Q2 2026.
  • Tidal Investments bought 33,828 Welltower shares in Q2 2026, an estimated $7.15M.
  • Welltower made up 0.12% of Tidal Investments's portfolio in Q2 2026, its #173 holding.
  • Tidal Investments first reported a position in Welltower in Q2 2021 and has held it in 21 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.