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Vanderbilt University’s Welltower WELL Stock Holding History

Vanderbilt University’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 		$11.9M Buy
52,539
+6,626
+14% +$1.4M 1.64% 9
2026
Q1 		$9.08M Buy
45,913
+1,770
+4% +$350K 1.72% 8
2025
Q4 		$8.19M Buy
44,143
+534
+1% +$99.7K 1.4% 11
2025
Q3 		$7.77M Buy
43,609
+7,862
+22% +$1.29M 1.29% 14
2025
Q2 		$5.5M Sell
35,747
-2,695
-7% -$403K 1.04% 20
2025
Q1 		$5.89M Buy
38,442
+7,797
+25% +$1.11M 1.13% 15
2024
Q4 		$3.86M Buy
30,645
+1,784
+6% +$234K 0.76% 27
2024
Q3 		$3.7M Sell
28,861
-2,971
-9% -$347K 0.68% 27
2024
Q2 		$3.32M Buy
31,832
+20,528
+182% +$2.01M 0.69% 25
2024
Q1 		$1.06M Buy
11,304
+8,757
+344% +$793K 0.22% 41
2023
Q4 		$230K Sell
2,547
-7,570
-75% -$657K 0.06% 51
2023
Q3 		$829K Buy
10,117
+343
+4% +$28.2K 0.21% 25
2023
Q2 		$791K Sell
9,774
-3,158
-24% -$243K 0.2% 16
2023
Q1 		$927K Buy
12,932
+1,680
+15% +$122K 0.23% 16
2022
Q4 		$738K Sell
11,252
-129
-1% -$8.29K 0.19% 19
2022
Q3 		$732K Buy
11,381
+2,892
+34% +$226K 0.19% 19
2022
Q2 		$699K Buy
+8,489
New +$755K 0.18% 18

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

Vanderbilt University's WELL Position: Q2 2026 in Review

Vanderbilt University increased its Welltower (WELL) stake by 14% in Q2 2026, buying an estimated $1.4M and bringing the position to 52,539 shares worth $11.9M. The position accounts for 1.64% of the portfolio, ranked #9.

Vanderbilt University first reported a position in WELL in Q2 2022 and has held it in 17 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Vanderbilt University held 52,539 shares of Welltower worth $11.9M as of Q2 2026.
  • Vanderbilt University bought 6,626 Welltower shares in Q2 2026, an estimated $1.4M.
  • Welltower made up 1.64% of Vanderbilt University's portfolio in Q2 2026, its #9 holding.
  • Vanderbilt University first reported a position in Welltower in Q2 2022 and has held it in 17 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Vanderbilt University's 13F filing for Q2 2026, filed 22 Jul 2026.