VT
WELL icon

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
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 $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

Vise Technologies's WELL Position: Q1 2026 in Review

Vise Technologies held its Welltower (WELL) position steady in Q1 2026 at 42,890 shares worth $7.96M. The position accounts for 0.16% of the portfolio, ranked #111.

Vise Technologies first reported a position in WELL in Q3 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Vise Technologies held 42,890 shares of Welltower worth $7.96M as of Q1 2026.
  • Vise Technologies left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #111 holding.
  • Vise Technologies first reported a position in Welltower in Q3 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.