Y.D. More Investments’s Welltower WELL Stock Holding History

Y.D. More Investments’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	$3.86K	Sell	17 -5	-23%	-$1.06K	﹤0.01%	425
2026 Q1	$4.35K	Sell	22 -51	-70%	-$10.1K	﹤0.01%	399
2025 Q4	$13.6K	Sell	73 -215	-75%	-$40.2K	﹤0.01%	352
2025 Q3	$51.2K	Buy	288 +246	+586%	+$40.4K	﹤0.01%	291
2025 Q2	$6.39K	Sell	42 -82	-66%	-$12.3K	﹤0.01%	390
2025 Q1	$18.8K	Buy	124 +12	+11%	+$1.71K	﹤0.01%	361
2024 Q4	$14.1K	Buy	112 +25	+29%	+$3.28K	﹤0.01%	357
2024 Q3	$9.22K	Buy	87 +9	+12%	+$1.05K	﹤0.01%	363
2024 Q2	$8.13K	Buy	+78	New	+$7.64K	﹤0.01%	375
2023 Q3	–	Sell	-13	Closed	-$1.05K	–	373
2023 Q2	$1.05K	Hold	13	–	–	﹤0.01%	320
2023 Q1	$932	Sell	13 -3	-19%	-$218	﹤0.01%	342
2022 Q4	$1.05K	Buy	+16	New	+$1.03K	﹤0.01%	396

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

Y.D. More Investments's WELL Position: Q2 2026 in Review

Y.D. More Investments reduced its Welltower (WELL) stake by 23% in Q2 2026, selling an estimated $1.06K and leaving 17 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Y.D. More Investments first reported a position in WELL in Q4 2022 and has held it in 12 quarters since. The position peaked at $51.2K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Y.D. More Investments held 17 shares of Welltower worth $3.86K as of Q2 2026.
Y.D. More Investments sold 5 Welltower shares in Q2 2026, an estimated $1.06K.
Welltower made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #425 holding.
Y.D. More Investments first reported a position in Welltower in Q4 2022 and has held it in 12 quarters since.
Y.D. More Investments's Welltower position peaked at $51.2K in Q3 2025.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.