T
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Tidemark’s Welltower WELL Stock Holding History

Tidemark’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 		$1.36K Hold
6
– – ﹤0.01% 719
2026
Q1 		$1.19K Buy
+6
New +$1.19K ﹤0.01% 686
2025
Q4 		– Sell
-6
Closed -$1.07K – 716
2025
Q3 		$1.07K Hold
6
– – ﹤0.01% 633
2025
Q2 		$922 Buy
+6
New +$897 ﹤0.01% 650
2024
Q2 		– Sell
-22
Closed -$2.06K – 725
2024
Q1 		$2.06K Hold
22
– – ﹤0.01% 598
2023
Q4 		$1.98K Buy
+22
New +$1.91K ﹤0.01% 595

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

Tidemark's WELL Position: Q2 2026 in Review

Tidemark held its Welltower (WELL) position steady in Q2 2026 at 6 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Tidemark first reported a position in WELL in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.06K in Q1 2024. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Tidemark held 6 shares of Welltower worth $1.36K as of Q2 2026.
  • Tidemark left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #719 holding.
  • Tidemark first reported a position in Welltower in Q4 2023 and has held it in 6 quarters since.
  • Tidemark's Welltower position peaked at $2.06K in Q1 2024.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.