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Virtus Investment Advisers’s Welltower WELL Stock Holding History

Virtus Investment Advisers’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 		$1.95M Sell
8,582
-1,760
-17% -$372K 0.45% 53
2026
Q1 		$2.04M Sell
10,342
-272
-3% -$53.8K 0.56% 22
2025
Q4 		$1.97M Sell
10,614
-960
-8% -$179K 0.54% 52
2025
Q3 		$2.06M Buy
11,574
+2,145
+23% +$353K 0.59% 20
2025
Q2 		$1.45M Sell
9,429
-932
-9% -$139K 0.49% 94
2025
Q1 		$1.59M Buy
10,361
+9,576
+1,220% +$1.36M 0.43% 22
2024
Q4 		$98.9K Buy
+785
New +$103K 0.08% 262
2018
Q1 		– Sell
-7,508
Closed -$479K – 434
2017
Q4 		$479K Sell
7,508
-329
-4% -$22.1K 0.05% 300
2017
Q3 		$551K Sell
7,837
-1,005
-11% -$73.1K 0.06% 296
2017
Q2 		$662K Buy
+8,842
New +$646K 0.06% 284
2016
Q4 		– Sell
-90,748
Closed -$6.79M – 531
2016
Q3 		$6.79M Buy
+90,748
New +$6.95M 0.43% 68

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

Virtus Investment Advisers's WELL Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Welltower (WELL) stake by 17% in Q2 2026, selling an estimated $372K and leaving 8,582 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #53.

Virtus Investment Advisers first reported a position in WELL in Q3 2016 and has held it in 11 quarters since. The position peaked at $6.79M in Q3 2016. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Virtus Investment Advisers held 8,582 shares of Welltower worth $1.95M as of Q2 2026.
  • Virtus Investment Advisers sold 1,760 Welltower shares in Q2 2026, an estimated $372K.
  • Welltower made up 0.45% of Virtus Investment Advisers's portfolio in Q2 2026, its #53 holding.
  • Virtus Investment Advisers first reported a position in Welltower in Q3 2016 and has held it in 11 quarters since.
  • Virtus Investment Advisers's Welltower position peaked at $6.79M in Q3 2016.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.