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ZWJ Investment Counsel’s Welltower WELL Stock Holding History

ZWJ 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 		$609K Buy
+2,683
New +$567K 0.02% 157
2018
Q1 		– Sell
-5,113
Closed -$326K – 275
2017
Q4 		$326K Sell
5,113
-82
-2% -$5.5K 0.03% 220
2017
Q3 		$365K Hold
5,195
– – 0.03% 192
2017
Q2 		$389K Hold
5,195
– – 0.03% 192
2017
Q1 		$368K Buy
+5,195
New +$351K 0.03% 213

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

ZWJ Investment Counsel opened a new position in Welltower (WELL) in Q2 2026: 2,683 shares worth $609K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in WELL as recently as Q4 2017.

ZWJ Investment Counsel first reported a position in WELL in Q1 2017 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • ZWJ Investment Counsel held 2,683 shares of Welltower worth $609K as of Q2 2026.
  • Welltower was a new ZWJ Investment Counsel position in Q2 2026.
  • Welltower made up 0.02% of ZWJ Investment Counsel's portfolio in Q2 2026, its #157 holding.
  • ZWJ Investment Counsel first reported a position in Welltower in Q1 2017 and has held it in 5 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.