1015 Capital Partners’s Welltower WELL Stock Holding History

1015 Capital Partners’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	$2.04K	Hold	9	–	–	﹤0.01%	333
2026 Q1	$1.78K	Hold	9	–	–	﹤0.01%	341
2025 Q4	$1.67K	Buy	+9	New	+$1.68K	﹤0.01%	339

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

1015 Capital Partners's WELL Position: Q2 2026 in Review

1015 Capital Partners held its Welltower (WELL) position steady in Q2 2026 at 9 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

1015 Capital Partners first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

1015 Capital Partners held 9 shares of Welltower worth $2.04K as of Q2 2026.
1015 Capital Partners left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of 1015 Capital Partners's portfolio in Q2 2026, its #333 holding.
1015 Capital Partners first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,585 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.