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Annis Gardner Whiting Capital Advisors’s Welltower WELL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$236K Buy
1,041
+53
+5% +$11.2K 0.04% 313
2026
Q1 		$195K Sell
988
-215
-18% -$42.5K 0.03% 312
2025
Q4 		$223K Buy
1,203
+115
+11% +$21.5K 0.04% 275
2025
Q3 		$194K Sell
1,088
-168
-13% -$27.6K 0.04% 273
2025
Q2 		$193K Buy
1,256
+229
+22% +$34.2K 0.07% 214
2025
Q1 		$157K Buy
1,027
+191
+23% +$27.2K 0.07% 208
2024
Q4 		$105K Sell
836
-15
-2% -$1.97K 0.03% 271
2024
Q3 		$109K Buy
851
+102
+14% +$11.9K 0.03% 280
2024
Q2 		$78.1K Buy
749
+79
+12% +$7.74K 0.02% 339
2024
Q1 		$62.6K Sell
670
-66
-9% -$5.98K 0.02% 353
2023
Q4 		$66.4K Sell
736
-11
-1% -$954 0.03% 271
2023
Q3 		$61.2K Buy
+747
New +$61.4K 0.03% 267

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

Annis Gardner Whiting Capital Advisors's WELL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Welltower (WELL) stake by 5.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,041 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #313.

Annis Gardner Whiting Capital Advisors first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,041 shares of Welltower worth $236K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 53 Welltower shares in Q2 2026, an estimated $11.2K.
  • Welltower made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #313 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.