Welch & Forbes’s Welltower WELL Stock Holding History

Welch & Forbes’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	$313K	Buy	+1,380	New	+$292K	﹤0.01%	334
2020 Q1	–	Sell	-2,640	Closed	-$216K	–	357
2019 Q4	$216K	Hold	2,640	–	–	﹤0.01%	344
2019 Q3	$240K	Hold	2,640	–	–	0.01%	328
2019 Q2	$215K	Hold	2,640	–	–	0.01%	331
2019 Q1	$205K	Buy	+2,640	New	+$198K	0.01%	335
2017 Q4	–	Sell	-3,000	Closed	-$211K	–	356
2017 Q3	$211K	Sell	3,000 -55	-2%	-$4K	0.01%	320
2017 Q2	$229K	Sell	3,055 -15	-0.5%	-$1.1K	0.01%	325
2017 Q1	$217K	Buy	3,070 +15	+0.5%	+$1.01K	0.01%	326
2016 Q4	$204K	Hold	3,055	–	–	0.01%	332
2016 Q3	$228K	Buy	3,055 +55	+2%	+$4.21K	0.01%	277
2016 Q2	$229K	Hold	3,000	–	–	0.01%	317
2016 Q1	$208K	Hold	3,000	–	–	0.01%	327
2015 Q4	$204K	Hold	3,000	–	–	0.01%	313
2015 Q3	$203K	Sell	3,000 -500	-14%	-$33.4K	0.01%	318
2015 Q2	$229K	Hold	3,500	–	–	0.01%	315
2015 Q1	$271K	Hold	3,500	–	–	0.01%	296
2014 Q4	$265K	Hold	3,500	–	–	0.01%	314
2014 Q3	$219K	Hold	3,500	–	–	0.01%	326
2014 Q2	$219K	Sell	3,500 -1,100	-24%	-$69.2K	0.01%	312
2014 Q1	$274K	Sell	4,600 -1,431	-24%	-$81.8K	0.01%	297
2013 Q4	$323K	Sell	6,031 -546	-8%	-$32.5K	0.01%	273
2013 Q3	$411K	Sell	6,577 -342	-5%	-$21.8K	0.01%	270
2013 Q2	$464K	Buy	+6,919	New	+$492K	0.02%	241

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Welch & Forbes's WELL Position: Q2 2026 in Review

Welch & Forbes opened a new position in Welltower (WELL) in Q2 2026: 1,380 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Welch & Forbes previously reported a position in WELL as recently as Q4 2019.

Welch & Forbes first reported a position in WELL in Q2 2013 and has held it in 23 quarters since. The position peaked at $464K in Q2 2013. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Welch & Forbes held 1,380 shares of Welltower worth $313K as of Q2 2026.
Welltower was a new Welch & Forbes position in Q2 2026.
Welltower made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #334 holding.
Welch & Forbes first reported a position in Welltower in Q2 2013 and has held it in 23 quarters since.
Welch & Forbes's Welltower position peaked at $464K in Q2 2013.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.