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 Q2	$266K	Hold	1,172	–	–	0.03%	112
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Van Cleef Asset Management's WELL Position: Q2 2026 in Review

Van Cleef Asset Management held its Welltower (WELL) position steady in Q2 2026 at 1,172 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #112.

Van Cleef Asset Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Van Cleef Asset Management held 1,172 shares of Welltower worth $266K as of Q2 2026.
Van Cleef Asset Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.03% of Van Cleef Asset Management's portfolio in Q2 2026, its #112 holding.
Van Cleef Asset Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Van Cleef Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.