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Wellington-Altus USA’s Welltower WELL Stock Holding History

Wellington-Altus USA’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 		$91.9K Hold
465
– – 0.07% 223
2026
Q1 		$106K Buy
465
+373
+405% +$73.7K 0.06% 244
2025
Q4 		$17.1K Buy
+92
New +$17.2K 0.01% 518

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

Wellington-Altus USA's WELL Position: Q2 2026 in Review

Wellington-Altus USA held its Welltower (WELL) position steady in Q2 2026 at 465 shares worth $91.9K. The position accounts for 0.07% of the portfolio, ranked #223.

Wellington-Altus USA first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $106K in Q1 2026. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wellington-Altus USA held 465 shares of Welltower worth $91.9K as of Q2 2026.
  • Wellington-Altus USA left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.07% of Wellington-Altus USA's portfolio in Q2 2026, its #223 holding.
  • Wellington-Altus USA first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Welltower position peaked at $106K in Q1 2026.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.