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True North Advisors’s Welltower WELL Stock Holding History

True North Advisors’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 		$352K Buy
+1,549
New +$327K 0.03% 217
2026
Q1 		– Sell
-1,187
Closed -$220K – 285
2025
Q4 		$220K Sell
1,187
-73
-6% -$13.6K 0.03% 237
2025
Q3 		$224K Sell
1,260
-252
-17% -$41.4K 0.04% 208
2025
Q2 		$232K Sell
1,512
-229
-13% -$34.2K 0.04% 207
2025
Q1 		$267K Hold
1,741
– – 0.05% 209
2024
Q4 		$219K Sell
1,741
-630
-27% -$82.7K 0.05% 177
2024
Q3 		$304K Hold
2,371
– – 0.08% 136
2024
Q2 		$247K Sell
2,371
-529
-18% -$51.8K 0.07% 169
2024
Q1 		$271K Sell
2,900
-11
-0.4% -$996 0.07% 151
2023
Q4 		$262K Sell
2,911
-25
-0.9% -$2.17K 0.07% 150
2023
Q3 		$241K Sell
2,936
-989
-25% -$81.3K 0.07% 171
2023
Q2 		$317K Buy
+3,925
New +$302K 0.09% 157

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

True North Advisors's WELL Position: Q2 2026 in Review

True North Advisors opened a new position in Welltower (WELL) in Q2 2026: 1,549 shares worth $352K. The stake represents 0.03% of the portfolio and ranks #217 among its holdings. This is a return to the name: True North Advisors previously reported a position in WELL as recently as Q4 2025.

True North Advisors first reported a position in WELL in Q2 2023 and has held it in 12 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • True North Advisors held 1,549 shares of Welltower worth $352K as of Q2 2026.
  • Welltower was a new True North Advisors position in Q2 2026.
  • Welltower made up 0.03% of True North Advisors's portfolio in Q2 2026, its #217 holding.
  • True North Advisors first reported a position in Welltower in Q2 2023 and has held it in 12 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.