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Anfield Capital Management’s Welltower WELL Stock Holding History

Anfield 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
Q1 		$2.77K Hold
14
– – ﹤0.01% 561
2025
Q4 		$2.6K Hold
14
– – ﹤0.01% 451
2025
Q3 		$2.49K Hold
14
– – ﹤0.01% 464
2025
Q2 		$2.15K Hold
14
– – ﹤0.01% 434
2025
Q1 		$2.15K Sell
14
-14
-50% -$2K ﹤0.01% 394
2024
Q4 		$3.53K Buy
28
+14
+100% +$1.84K ﹤0.01% 343
2024
Q3 		$1.79K Hold
14
– – ﹤0.01% 377
2024
Q2 		$1.46K Buy
+14
New +$1.37K ﹤0.01% 342

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Anfield Capital Management's WELL Position: Q1 2026 in Review

Anfield Capital Management held its Welltower (WELL) position steady in Q1 2026 at 14 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Anfield Capital Management first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.53K in Q4 2024. 1,494 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Anfield Capital Management held 14 shares of Welltower worth $2.77K as of Q1 2026.
  • Anfield Capital Management left its Welltower share count unchanged in Q1 2026.
  • Welltower made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #561 holding.
  • Anfield Capital Management first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • Anfield Capital Management's Welltower position peaked at $3.53K in Q4 2024.
  • 1,494 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.