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Vectors Research Management’s Welltower WELL Stock Holding History

Vectors Research 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 		$321K Sell
1,414
-2
-0.1% -$423 0.08% 123
2026
Q1 		$280K Sell
1,416
-6
-0.4% -$1.19K 0.08% 125
2025
Q4 		$264K Hold
1,422
– – 0.08% 112
2025
Q3 		$253K Hold
1,422
– – 0.08% 117
2025
Q2 		$219K Sell
1,422
-8
-0.6% -$1.2K 0.07% 110
2025
Q1 		$219K Buy
+1,430
New +$204K 0.08% 109
2022
Q3 		– Sell
-2,402
Closed -$198K – 488
2022
Q2 		$198K Buy
2,402
+75
+3% +$6.67K 0.05% 144
2022
Q1 		$224K Sell
2,327
-75
-3% -$6.51K 0.05% 142
2021
Q4 		$206K Sell
2,402
-403
-14% -$33.6K 0.04% 162
2021
Q3 		$231K Buy
2,805
+403
+17% +$34.6K 0.05% 145
2021
Q2 		$200K Buy
2,402
+70
+3% +$5.36K 0.05% 148
2021
Q1 		$167K Sell
2,332
-11,510
-83% -$773K 0.05% 150
2020
Q4 		$894K Sell
13,842
-9,552
-41% -$580K 0.27% 75
2020
Q3 		$1.28M Buy
23,394
+468
+2% +$25.7K 0.47% 55
2020
Q2 		$1.19M Buy
22,926
+203
+0.9% +$9.98K 0.47% 52
2020
Q1 		$1.04M Buy
22,723
+1,027
+5% +$75.8K 0.49% 52
2019
Q4 		$1.77M Buy
21,696
+11,969
+123% +$1.02M 0.71% 34
2019
Q3 		$882K Buy
9,727
+861
+10% +$74.9K 0.43% 48
2019
Q2 		$723K Buy
8,866
+1,433
+19% +$113K 0.39% 52
2019
Q1 		$577K Buy
7,433
+972
+15% +$72.9K 0.33% 60
2018
Q4 		$448K Buy
6,461
+966
+18% +$65.7K 0.21% 75
2018
Q3 		$341K Buy
+5,495
New +$355K 0.21% 81

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

Vectors Research Management's WELL Position: Q2 2026 in Review

Vectors Research Management reduced its Welltower (WELL) stake by 0.14% in Q2 2026, selling an estimated $423 and leaving 1,414 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #123.

Vectors Research Management first reported a position in WELL in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.77M in Q4 2019. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Vectors Research Management held 1,414 shares of Welltower worth $321K as of Q2 2026.
  • Vectors Research Management sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.08% of Vectors Research Management's portfolio in Q2 2026, its #123 holding.
  • Vectors Research Management first reported a position in Welltower in Q3 2018 and has held it in 22 quarters since.
  • Vectors Research Management's Welltower position peaked at $1.77M in Q4 2019.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.