Zacks Investment Management’s Welltower WELL Stock Holding History

Zacks 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	–	Sell	-1,038	Closed	-$205K	–	827
2026 Q1	$205K	Buy	+1,038	New	+$205K	﹤0.01%	672
2016 Q4	–	Sell	-117,614	Closed	-$8.79M	–	743
2016 Q3	$8.79M	Buy	117,614 +2,205	+2%	+$169K	0.25%	100
2016 Q2	$8.79M	Sell	115,409 -1,023	-0.9%	-$72.7K	0.27%	100
2016 Q1	$8.07M	Buy	116,432 +5,363	+5%	+$346K	0.26%	102
2015 Q4	$7.56M	Sell	111,069 -1,866	-2%	-$122K	0.25%	112
2015 Q3	$7.65M	Sell	112,935 -1,053	-0.9%	-$70.3K	0.27%	105
2015 Q2	$7.48M	Sell	113,988 -25,686	-18%	-$1.84M	0.24%	112
2015 Q1	$10.8M	Sell	139,674 -6,411	-4%	-$505K	0.34%	93
2014 Q4	$11.1M	Buy	146,085 +50,799	+53%	+$3.63M	0.36%	90
2014 Q3	$5.95M	Sell	95,286 -6,983	-7%	-$450K	0.21%	125
2014 Q2	$6.43M	Buy	+102,269	New	+$6.44M	0.23%	126

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

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

Zacks Investment Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,038 shares — an estimated $205K sold.

Zacks Investment Management first reported a position in WELL in Q2 2014 and held it in 11 quarters. The position peaked at $11.1M in Q4 2014. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Zacks Investment Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Zacks Investment Management sold 1,038 Welltower shares in Q2 2026, an estimated $205K.
Zacks Investment Management first reported a position in Welltower in Q2 2014 and held it in 11 quarters.
Zacks Investment Management's Welltower position peaked at $11.1M in Q4 2014.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.