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World Equity Group’s Welltower WELL Stock Holding History

World Equity Group’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 		– Sell
-2,751
Closed -$544K – 426
2026
Q1 		$544K Buy
2,751
+756
+38% +$149K 0.14% 181
2025
Q4 		$370K Buy
+1,995
New +$373K 0.1% 216
2025
Q3 		– Sell
-2,578
Closed -$396K – 375
2025
Q2 		$396K Buy
2,578
+395
+18% +$59K 0.11% 197
2025
Q1 		$334K Buy
+2,183
New +$311K 0.1% 210
2024
Q4 		– Sell
-1,729
Closed -$221K – 391
2024
Q3 		$221K Buy
+1,729
New +$202K 0.08% 240
2023
Q2 		– Sell
-4,604
Closed -$418K – 569
2023
Q1 		$418K Buy
+4,604
New +$334K 0.06% 309

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

World Equity Group's WELL Position: Q2 2026 in Review

World Equity Group sold out of Welltower (WELL) in Q2 2026, closing a stake of 2,751 shares — an estimated $544K sold.

World Equity Group first reported a position in WELL in Q1 2023 and held it in 6 quarters. The position peaked at $544K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • World Equity Group reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 2,751 Welltower shares in Q2 2026, an estimated $544K.
  • World Equity Group first reported a position in Welltower in Q1 2023 and held it in 6 quarters.
  • World Equity Group's Welltower position peaked at $544K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.