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Wahed Invest’s Welltower WELL Stock Holding History

Wahed Invest’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 		$3.82M Sell
16,826
-517
-3% -$109K 0.4% 36
2026
Q1 		$3.43M Sell
17,343
-768
-4% -$152K 0.45% 40
2025
Q4 		$3.36M Sell
18,111
-195
-1% -$36.4K 0.44% 39
2025
Q3 		$3.26M Buy
18,306
+495
+3% +$81.4K 0.45% 42
2025
Q2 		$2.74M Buy
17,811
+1,809
+11% +$270K 0.42% 42
2025
Q1 		$2.45M Buy
16,002
+414
+3% +$59K 0.42% 42
2024
Q4 		$1.96M Buy
15,588
+945
+6% +$124K 0.33% 50
2024
Q3 		$1.87M Buy
14,643
+1,775
+14% +$207K 0.33% 49
2024
Q2 		$1.34M Buy
+12,868
New +$1.26M 0.27% 62

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

Wahed Invest's WELL Position: Q2 2026 in Review

Wahed Invest reduced its Welltower (WELL) stake by 3% in Q2 2026, selling an estimated $109K and leaving 16,826 shares worth $3.82M. The position accounts for 0.4% of the portfolio, ranked #36.

Wahed Invest first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wahed Invest held 16,826 shares of Welltower worth $3.82M as of Q2 2026.
  • Wahed Invest sold 517 Welltower shares in Q2 2026, an estimated $109K.
  • Welltower made up 0.4% of Wahed Invest's portfolio in Q2 2026, its #36 holding.
  • Wahed Invest first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.