West Family Investments’s Welltower WELL Stock Holding History

West Family Investments’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	$583K	Buy	2,569 +48	+2%	+$10.1K	0.17%	146
2026 Q1	$498K	Sell	2,521 -970	-28%	-$192K	0.17%	108
2025 Q4	$648K	Hold	3,491	–	–	0.15%	133
2025 Q3	$622K	Buy	3,491 +48	+1%	+$7.89K	0.14%	134
2025 Q2	$529K	Buy	3,443 +1,090	+46%	+$163K	0.14%	148
2025 Q1	$361K	Sell	2,353 -9	-0.4%	-$1.28K	0.14%	148
2024 Q4	$298K	Buy	2,362 +683	+41%	+$89.7K	0.1%	193
2024 Q3	$215K	Buy	+1,679	New	+$196K	0.07%	261
2022 Q2	–	Sell	-2,287	Closed	-$220K	–	317
2022 Q1	$220K	Buy	+2,287	New	+$199K	0.06%	246

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

West Family Investments's WELL Position: Q2 2026 in Review

West Family Investments increased its Welltower (WELL) stake by 1.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,569 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #146.

West Family Investments first reported a position in WELL in Q1 2022 and has held it in 9 quarters since. The position peaked at $648K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

West Family Investments held 2,569 shares of Welltower worth $583K as of Q2 2026.
West Family Investments bought 48 Welltower shares in Q2 2026, an estimated $10.1K.
Welltower made up 0.17% of West Family Investments's portfolio in Q2 2026, its #146 holding.
West Family Investments first reported a position in Welltower in Q1 2022 and has held it in 9 quarters since.
West Family Investments's Welltower position peaked at $648K in Q4 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.