AC
WELL icon

AlphaCore Capital’s Welltower WELL Stock Holding History

AlphaCore Capital’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 		$1.96M Buy
8,651
+2,158
+33% +$456K 0.04% 313
2026
Q1 		$1.28M Sell
6,493
-1,643
-20% -$325K 0.03% 327
2025
Q4 		$1.51M Buy
8,136
+2,462
+43% +$460K 0.03% 323
2025
Q3 		$1.01M Buy
5,674
+773
+16% +$127K 0.03% 297
2025
Q2 		$753K Buy
4,901
+37
+0.8% +$5.53K 0.03% 304
2025
Q1 		$745K Buy
4,864
+342
+8% +$48.7K 0.06% 206
2024
Q4 		$570K Sell
4,522
-118
-3% -$15.5K 0.12% 111
2024
Q3 		$594K Buy
4,640
+110
+2% +$12.8K 0.13% 100
2024
Q2 		$472K Buy
4,530
+69
+2% +$6.76K 0.11% 111
2024
Q1 		$417K Buy
4,461
+76
+2% +$6.88K 0.11% 106
2023
Q4 		$395K Hold
4,385
– – 0.06% 163
2023
Q3 		$359K Sell
4,385
-75
-2% -$6.17K 0.06% 171
2023
Q2 		$361K Buy
4,460
+150
+3% +$11.6K 0.06% 158
2023
Q1 		$309K Buy
4,310
+50
+1% +$3.63K 0.08% 105
2022
Q4 		$279K Buy
+4,260
New +$274K 0.11% 65
2022
Q3 		– Sell
-2,560
Closed -$211K – 166
2022
Q2 		$211K Buy
2,560
+75
+3% +$6.67K 0.1% 67
2022
Q1 		$239K Buy
+2,485
New +$216K 0.09% 63
2020
Q2 		– Sell
-170
Closed -$8K – 306
2020
Q1 		$8K Buy
+170
New +$12.5K 0.01% 233

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

AlphaCore Capital's WELL Position: Q2 2026 in Review

AlphaCore Capital increased its Welltower (WELL) stake by 33% in Q2 2026, buying an estimated $456K and bringing the position to 8,651 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #313.

AlphaCore Capital first reported a position in WELL in Q1 2020 and has held it in 18 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AlphaCore Capital held 8,651 shares of Welltower worth $1.96M as of Q2 2026.
  • AlphaCore Capital bought 2,158 Welltower shares in Q2 2026, an estimated $456K.
  • Welltower made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #313 holding.
  • AlphaCore Capital first reported a position in Welltower in Q1 2020 and has held it in 18 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.