Woodmont Investment Counsel’s Welltower WELL Stock Holding History

Woodmont Investment Counsel’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	$470K	Hold	2,071	–	–	0.03%	204
2026 Q1	$409K	Hold	2,071	–	–	0.03%	209
2025 Q4	$384K	Hold	2,071	–	–	0.02%	206
2025 Q3	$369K	Hold	2,071	–	–	0.02%	208
2025 Q2	$318K	Hold	2,071	–	–	0.02%	234
2025 Q1	$317K	Sell	2,071 -142	-6%	-$20.2K	0.02%	225
2024 Q4	$279K	Buy	2,213 +81	+4%	+$10.6K	0.02%	235
2024 Q3	$273K	Buy	+2,132	New	+$249K	0.02%	237
2022 Q2	–	Sell	-2,094	Closed	-$201K	–	248
2022 Q1	$201K	Buy	+2,094	New	+$182K	0.02%	239
2020 Q1	–	Sell	-2,766	Closed	-$226K	–	186
2019 Q4	$226K	Hold	2,766	–	–	0.05%	169
2019 Q3	$251K	Hold	2,766	–	–	0.06%	162
2019 Q2	$226K	Sell	2,766 -22	-0.8%	-$1.73K	0.06%	166
2019 Q1	$216K	Buy	+2,788	New	+$209K	0.06%	170
2016 Q4	–	Sell	-1,922	Closed	-$144K	–	617
2016 Q3	$144K	Buy	+1,922	New	+$147K	0.04%	187
2016 Q2	–	Sell	-1,785	Closed	-$124K	–	452
2016 Q1	$124K	Sell	1,785 -275	-13%	-$17.7K	0.04%	192
2015 Q4	$140K	Buy	2,060 +275	+15%	+$17.9K	0.04%	198
2015 Q3	$121K	Hold	1,785	–	–	0.04%	204
2015 Q2	$117K	Buy	+1,785	New	+$128K	0.03%	206

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Woodmont Investment Counsel's WELL Position: Q2 2026 in Review

Woodmont Investment Counsel held its Welltower (WELL) position steady in Q2 2026 at 2,071 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #204.

Woodmont Investment Counsel first reported a position in WELL in Q2 2015 and has held it in 18 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Woodmont Investment Counsel held 2,071 shares of Welltower worth $470K as of Q2 2026.
Woodmont Investment Counsel left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #204 holding.
Woodmont Investment Counsel first reported a position in Welltower in Q2 2015 and has held it in 18 quarters since.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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