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Advisors Capital Management’s Welltower WELL Stock Holding History

Advisors Capital 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 		$504K Buy
2,221
+518
+30% +$110K 0.01% 436
2026
Q1 		$337K Buy
1,703
+67
+4% +$13.2K ﹤0.01% 464
2025
Q4 		$304K Buy
1,636
+118
+8% +$22K ﹤0.01% 492
2025
Q3 		$271K Buy
1,518
+97
+7% +$15.9K ﹤0.01% 488
2025
Q2 		$219K Sell
1,421
-33
-2% -$4.93K ﹤0.01% 489
2025
Q1 		$223K Buy
+1,454
New +$207K ﹤0.01% 480
2024
Q4 		– Sell
-1,714
Closed -$220K – 529
2024
Q3 		$220K Buy
+1,714
New +$200K ﹤0.01% 473

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

Advisors Capital Management's WELL Position: Q2 2026 in Review

Advisors Capital Management increased its Welltower (WELL) stake by 30% in Q2 2026, buying an estimated $110K and bringing the position to 2,221 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #436.

Advisors Capital Management first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Advisors Capital Management held 2,221 shares of Welltower worth $504K as of Q2 2026.
  • Advisors Capital Management bought 518 Welltower shares in Q2 2026, an estimated $110K.
  • Welltower made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #436 holding.
  • Advisors Capital Management first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.