Vident Advisory’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.3M Buy
45,285
+1,458
+3% +$308K 0.07% 236
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

Vident Advisory's WELL Position: Q2 2026 in Review

Vident Advisory increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $308K and bringing the position to 45,285 shares worth $10.3M. The position accounts for 0.07% of the portfolio, ranked #236.

Vident Advisory first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Vident Advisory held 45,285 shares of Welltower worth $10.3M as of Q2 2026.
  • Vident Advisory bought 1,458 Welltower shares in Q2 2026, an estimated $308K.
  • Welltower made up 0.07% of Vident Advisory's portfolio in Q2 2026, its #236 holding.
  • Vident Advisory first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.