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Wilmington Savings Fund Society’s Welltower WELL Stock Holding History

Wilmington Savings Fund Society’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 		$9.76K Sell
43
-44
-51% -$9.3K ﹤0.01% 1191
2026
Q1 		$17.2K Buy
87
+54
+164% +$10.7K ﹤0.01% 1111
2025
Q4 		$6.13K Hold
33
– – ﹤0.01% 1232
2025
Q3 		$5.88K Sell
33
-2,857
-99% -$470K ﹤0.01% 1224
2025
Q2 		$444K Buy
2,890
+143
+5% +$21.4K 0.01% 610
2025
Q1 		$421K Sell
2,747
-27
-1% -$3.85K 0.01% 615
2024
Q4 		$350K Buy
2,774
+143
+5% +$18.8K 0.01% 671
2024
Q3 		$337K Buy
+2,631
New +$307K 0.01% 667

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

Wilmington Savings Fund Society's WELL Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Welltower (WELL) stake by 51% in Q2 2026, selling an estimated $9.3K and leaving 43 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Wilmington Savings Fund Society first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $444K in Q2 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wilmington Savings Fund Society held 43 shares of Welltower worth $9.76K as of Q2 2026.
  • Wilmington Savings Fund Society sold 44 Welltower shares in Q2 2026, an estimated $9.3K.
  • Welltower made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1191 holding.
  • Wilmington Savings Fund Society first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Welltower position peaked at $444K in Q2 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.