WI
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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
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 $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

Wahed Invest's WELL Position: Q1 2026 in Review

Wahed Invest reduced its Welltower (WELL) stake by 4.2% in Q1 2026, selling an estimated $152K and leaving 17,343 shares worth $3.43M. The position accounts for 0.45% of the portfolio, ranked #40.

Wahed Invest first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Wahed Invest held 17,343 shares of Welltower worth $3.43M as of Q1 2026.
  • Wahed Invest sold 768 Welltower shares in Q1 2026, an estimated $152K.
  • Welltower made up 0.45% of Wahed Invest's portfolio in Q1 2026, its #40 holding.
  • Wahed Invest first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.