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WestEnd Advisors’s Welltower WELL Stock Holding History

WestEnd Advisors’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 		$66.9K Sell
295
-472
-62% -$99.8K ﹤0.01% 59
2026
Q1 		$152K Sell
767
-129,864
-99% -$25.7M ﹤0.01% 51
2025
Q4 		$24.2M Sell
130,631
-4,978
-4% -$930K 0.56% 39
2025
Q3 		$24.2M Sell
135,609
-2,257
-2% -$371K 0.56% 37
2025
Q2 		$21.2M Sell
137,866
-24,580
-15% -$3.67M 0.53% 36
2025
Q1 		$24.9M Sell
162,446
-8,240
-5% -$1.17M 0.66% 34
2024
Q4 		$21.5M Sell
170,686
-6,105
-3% -$801K 0.55% 38
2024
Q3 		$22.6M Buy
+176,791
New +$20.6M 0.56% 38

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

WestEnd Advisors's WELL Position: Q2 2026 in Review

WestEnd Advisors reduced its Welltower (WELL) stake by 62% in Q2 2026, selling an estimated $99.8K and leaving 295 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

WestEnd Advisors first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.9M in Q1 2025. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • WestEnd Advisors held 295 shares of Welltower worth $66.9K as of Q2 2026.
  • WestEnd Advisors sold 472 Welltower shares in Q2 2026, an estimated $99.8K.
  • Welltower made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #59 holding.
  • WestEnd Advisors first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • WestEnd Advisors's Welltower position peaked at $24.9M in Q1 2025.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.