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Apella Capital’s Welltower WELL Stock Holding History

Apella 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 		$1.43M Buy
6,033
+17
+0.3% +$3.59K 0.02% 312
2026
Q1 		$1.27M Buy
6,016
+239
+4% +$47.2K 0.02% 328
2025
Q4 		$1.07M Buy
5,777
+19
+0.3% +$3.55K 0.02% 270
2025
Q3 		$991K Sell
5,758
-335
-5% -$55.1K 0.02% 255
2025
Q2 		$940K Buy
6,093
+4,077
+202% +$609K 0.03% 225
2025
Q1 		$285K Buy
2,016
+112
+6% +$16K 0.01% 314
2024
Q4 		$240K Buy
1,904
+21
+1% +$2.76K 0.01% 310
2024
Q3 		$239K Buy
+1,883
New +$220K 0.01% 297

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Apella Capital's WELL Position: Q2 2026 in Review

Apella Capital increased its Welltower (WELL) stake by 0.28% in Q2 2026, buying an estimated $3.59K and bringing the position to 6,033 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #312.

Apella Capital first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Apella Capital held 6,033 shares of Welltower worth $1.43M as of Q2 2026.
  • Apella Capital bought 17 Welltower shares in Q2 2026, an estimated $3.59K.
  • Welltower made up 0.02% of Apella Capital's portfolio in Q2 2026, its #312 holding.
  • Apella Capital first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.