VA
WELL icon

Vident Advisory’s Welltower WELL Stock Holding History

Vident Advisory’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 		$8.67M Buy
43,827
+9,968
+29% +$1.97M 0.07% 228
2025
Q4 		$6.28M Sell
33,859
-14,461
-30% -$2.7M 0.06% 271
2025
Q3 		$8.61M Buy
48,320
+2,489
+5% +$409K 0.08% 222
2025
Q2 		$7.05M Buy
45,831
+3,690
+9% +$551K 0.08% 213
2025
Q1 		$6.46M Buy
42,141
+11,707
+38% +$1.67M 0.09% 194
2024
Q4 		$3.84M Sell
30,434
-14,518
-32% -$1.91M 0.07% 264
2024
Q3 		$5.76M Sell
44,952
-48,342
-52% -$5.64M 0.14% 135
2024
Q2 		$9.73M Buy
93,294
+28,476
+44% +$2.79M 0.27% 77
2024
Q1 		$6.06M Buy
64,818
+24,449
+61% +$2.21M 0.13% 195
2023
Q4 		$3.64M Buy
40,369
+1,164
+3% +$101K 0.09% 244
2023
Q3 		$3.21M Buy
+39,205
New +$3.22M 0.1% 213

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

Vident Advisory's WELL Position: Q1 2026 in Review

Vident Advisory increased its Welltower (WELL) stake by 29% in Q1 2026, buying an estimated $1.97M and bringing the position to 43,827 shares worth $8.67M. The position accounts for 0.07% of the portfolio, ranked #228.

Vident Advisory first reported a position in WELL in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.73M in Q2 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Vident Advisory held 43,827 shares of Welltower worth $8.67M as of Q1 2026.
  • Vident Advisory bought 9,968 Welltower shares in Q1 2026, an estimated $1.97M.
  • Welltower made up 0.07% of Vident Advisory's portfolio in Q1 2026, its #228 holding.
  • Vident Advisory first reported a position in Welltower in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Welltower position peaked at $9.73M in Q2 2024.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.