VVP
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Venture Visionary Partners’s Welltower WELL Stock Holding History

Venture Visionary Partners’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 		$17.3M Sell
76,416
-92
-0.1% -$19.4K 0.48% 51
2026
Q1 		$15.1M Buy
76,508
+2,364
+3% +$467K 0.5% 48
2025
Q4 		$14.3M Sell
74,144
-3,461
-4% -$646K 0.47% 46
2025
Q3 		$13.8M Sell
77,605
-2,967
-4% -$488K 0.47% 50
2025
Q2 		$12.4M Sell
80,572
-5,041
-6% -$753K 0.46% 51
2025
Q1 		$13.1M Buy
85,613
+3,242
+4% +$462K 0.55% 44
2024
Q4 		$10.4M Sell
82,371
-696
-0.8% -$91.4K 0.44% 60
2024
Q3 		$10.6M Sell
83,067
-4,701
-5% -$549K 0.46% 57
2024
Q2 		$9.15M Sell
87,768
-475
-0.5% -$46.5K 0.42% 64
2024
Q1 		$8.25M Sell
88,243
-1,607
-2% -$146K 0.39% 70
2023
Q4 		$8.1M Sell
89,850
-1,650
-2% -$143K 0.43% 62
2023
Q3 		$7.5M Buy
91,500
+77
+0.1% +$6.33K 0.45% 59
2023
Q2 		$7.4M Sell
91,423
-524
-0.6% -$40.4K 0.44% 61
2023
Q1 		$6.59M Sell
91,947
-183
-0.2% -$13.3K 0.42% 68
2022
Q4 		$6.04M Sell
92,130
-4,094
-4% -$263K 0.44% 59
2022
Q3 		$6.19M Buy
96,224
+139
+0.1% +$10.9K 0.5% 48
2022
Q2 		$7.91M Sell
96,085
-842
-0.9% -$74.9K 0.6% 41
2022
Q1 		$9.32M Buy
96,927
+1,023
+1% +$88.9K 0.62% 43
2021
Q4 		$8.22M Buy
95,904
+3,663
+4% +$305K 0.53% 46
2021
Q3 		$7.6M Buy
92,241
+814
+0.9% +$69.9K 0.54% 46
2021
Q2 		$7.6M Buy
91,427
+1,736
+2% +$133K 0.61% 35
2021
Q1 		$6.42M Buy
89,691
+8,127
+10% +$546K 0.54% 42
2020
Q4 		$5.27M Buy
81,564
+75,538
+1,254% +$4.58M 0.58% 38
2020
Q3 		$331K Buy
6,026
+31
+0.5% +$1.7K 0.08% 143
2020
Q2 		$310K Sell
5,995
-578
-9% -$28.4K 0.09% 127
2020
Q1 		$300K Sell
6,573
-300
-4% -$22.1K 0.11% 112
2019
Q4 		$562K Buy
+6,873
New +$588K 0.17% 85

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

Venture Visionary Partners's WELL Position: Q2 2026 in Review

Venture Visionary Partners reduced its Welltower (WELL) stake by 0.12% in Q2 2026, selling an estimated $19.4K and leaving 76,416 shares worth $17.3M. The position accounts for 0.48% of the portfolio, ranked #51.

Venture Visionary Partners first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Venture Visionary Partners held 76,416 shares of Welltower worth $17.3M as of Q2 2026.
  • Venture Visionary Partners sold 92 Welltower shares in Q2 2026, an estimated $19.4K.
  • Welltower made up 0.48% of Venture Visionary Partners's portfolio in Q2 2026, its #51 holding.
  • Venture Visionary Partners first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.