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Van Cleef Asset Management’s Welltower WELL Stock Holding History

Van Cleef Asset Management’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
Q1 		$232K Hold
1,172
– – 0.03% 113
2025
Q4 		$218K Hold
1,172
– – 0.02% 115
2025
Q3 		$209K Buy
+1,172
New +$193K 0.02% 117

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Van Cleef Asset Management's WELL Position: Q1 2026 in Review

Van Cleef Asset Management held its Welltower (WELL) position steady in Q1 2026 at 1,172 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #113.

Van Cleef Asset Management first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Van Cleef Asset Management held 1,172 shares of Welltower worth $232K as of Q1 2026.
  • Van Cleef Asset Management left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.03% of Van Cleef Asset Management's portfolio in Q1 2026, its #113 holding.
  • Van Cleef Asset Management first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Van Cleef Asset Management's 13F filing for Q1 2026, filed 1 May 2026.