Westside Investment Management’s Welltower WELL Stock Holding History

Westside Investment Management’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	$349K	Hold	1,538	–	–	0.05%	239
2026 Q1	$310K	Hold	1,538	–	–	0.05%	237
2025 Q4	$287K	Hold	1,538	–	–	0.05%	228
2025 Q3	$276K	Buy	1,538 +169	+12%	+$27.8K	0.04%	236
2025 Q2	$208K	Buy	1,369 +169	+14%	+$25.3K	0.04%	251
2025 Q1	$185K	Hold	1,200	–	–	0.04%	246
2024 Q4	$151K	Hold	1,200	–	–	0.03%	261
2024 Q3	$138K	Hold	1,200	–	–	0.03%	278
2024 Q2	$125K	Hold	1,200	–	–	0.03%	280
2024 Q1	$111K	Hold	1,200	–	–	0.03%	284
2023 Q4	$108K	Hold	1,200	–	–	0.03%	270
2023 Q3	$98.3K	Hold	1,200	–	–	0.03%	274
2023 Q2	$97.6K	Hold	1,200	–	–	0.03%	276
2023 Q1	$86K	Hold	1,200	–	–	0.03%	287
2022 Q4	$67K	Hold	1,200	–	–	0.16%	110
2022 Q3	$64.3K	Hold	1,200	–	–	0.15%	115
2022 Q2	$97.8K	Hold	1,200	–	–	0.22%	93
2022 Q1	$97.8K	Hold	1,200	–	–	0.21%	96
2021 Q4	$83.9K	Hold	1,200	–	–	0.19%	100
2021 Q3	$83.9K	Hold	1,200	–	–	0.19%	98
2021 Q2	$83.1K	Hold	1,200	–	–	0.19%	94
2021 Q1	$71.6K	Hold	1,200	–	–	0.19%	92
2020 Q4	$64.6K	Buy	+1,200	New	+$72.8K	0.18%	86
2018 Q3	–	Sell	-15	Closed	-$931	–	820
2018 Q2	$931	Hold	15	–	–	﹤0.01%	791
2018 Q1	$809	Hold	15	–	–	﹤0.01%	791
2017 Q4	$938	Hold	15	–	–	﹤0.01%	814
2017 Q3	$1.02K	Hold	15	–	–	﹤0.01%	782
2017 Q2	$1.09K	Hold	15	–	–	﹤0.01%	777
2017 Q1	$1.07K	Hold	15	–	–	﹤0.01%	739
2016 Q4	$996	Buy	+15	New	+$994	﹤0.01%	610

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

Westside Investment Management's WELL Position: Q2 2026 in Review

Westside Investment Management held its Welltower (WELL) position steady in Q2 2026 at 1,538 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #239.

Westside Investment Management first reported a position in WELL in Q4 2016 and has held it in 30 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Westside Investment Management held 1,538 shares of Welltower worth $349K as of Q2 2026.
Westside Investment Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #239 holding.
Westside Investment Management first reported a position in Welltower in Q4 2016 and has held it in 30 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.