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Vise Technologies’s Welltower WELL Stock Holding History

Vise Technologies’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 		$17.7M Buy
78,142
+35,252
+82% +$7.45M 0.2% 94
2026
Q1 		$7.96M Hold
42,890
– – 0.16% 111
2025
Q4 		$7.96M Buy
42,890
+9,198
+27% +$1.72M 0.16% 111
2025
Q3 		$6M Buy
33,692
+526
+2% +$86.5K 0.22% 90
2025
Q2 		$5.1M Buy
+33,166
New +$4.96M 0.21% 103
2024
Q4 		$1.34M Buy
10,643
+7,877
+285% +$1.03M 0.11% 193
2024
Q3 		$354K Buy
+2,766
New +$323K 0.05% 396

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

Vise Technologies's WELL Position: Q2 2026 in Review

Vise Technologies increased its Welltower (WELL) stake by 82% in Q2 2026, buying an estimated $7.45M and bringing the position to 78,142 shares worth $17.7M. The position accounts for 0.2% of the portfolio, ranked #94.

Vise Technologies first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Vise Technologies held 78,142 shares of Welltower worth $17.7M as of Q2 2026.
  • Vise Technologies bought 35,252 Welltower shares in Q2 2026, an estimated $7.45M.
  • Welltower made up 0.2% of Vise Technologies's portfolio in Q2 2026, its #94 holding.
  • Vise Technologies first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.