TI
WELL icon

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
2025
Q4 		– Sell
-800
Closed -$143K – 2370
2025
Q3 		$143K Buy
+800
New +$131K ﹤0.01% 1967

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Tidal Investments's WELL Position: Q1 2026 in Review

Tidal Investments increased its Welltower (WELL) stake by 23% in Q1 2026, buying an estimated $9.42M and bringing the position to 259,104 shares worth $51.2M. The position accounts for 0.11% of the portfolio, ranked #168.

Tidal Investments first reported a position in WELL in Q2 2021 and has held it in 20 quarters since. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Tidal Investments held 259,104 shares of Welltower worth $51.2M as of Q1 2026.
  • Tidal Investments bought 47,685 Welltower shares in Q1 2026, an estimated $9.42M.
  • Welltower made up 0.11% of Tidal Investments's portfolio in Q1 2026, its #168 holding.
  • Tidal Investments first reported a position in Welltower in Q2 2021 and has held it in 20 quarters since.
  • 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.