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Arbor Capital Management (Alaska)’s Welltower WELL Stock Holding History

Arbor Capital Management (Alaska)’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 		$1.76M Sell
7,501
-1,263
-14% -$267K 1.73% 22
2026
Q1 		$1.78M Sell
8,764
-659
-7% -$130K 1.45% 24
2025
Q4 		$1.76M Sell
9,423
-38
-0.4% -$7.1K 1.47% 21
2025
Q3 		$1.67M Sell
9,461
-613
-6% -$101K 1.34% 24
2025
Q2 		$1.62M Sell
10,074
-1,564
-13% -$234K 1.41% 25
2025
Q1 		$1.8M Buy
11,638
+174
+2% +$24.8K 1.74% 18
2024
Q4 		$1.55M Sell
11,464
-1,468
-11% -$193K 1.53% 25
2024
Q3 		$1.65M Sell
12,932
-2,115
-14% -$247K 1.56% 25
2024
Q2 		$1.56M Sell
15,047
-165
-1% -$16.2K 1.43% 24
2024
Q1 		$1.49M Buy
+15,212
New +$1.38M 1.41% 27

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

Arbor Capital Management (Alaska)'s WELL Position: Q2 2026 in Review

Arbor Capital Management (Alaska) reduced its Welltower (WELL) stake by 14% in Q2 2026, selling an estimated $267K and leaving 7,501 shares worth $1.76M. The position accounts for 1.73% of the portfolio, ranked #22.

Arbor Capital Management (Alaska) first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Arbor Capital Management (Alaska) held 7,501 shares of Welltower worth $1.76M as of Q2 2026.
  • Arbor Capital Management (Alaska) sold 1,263 Welltower shares in Q2 2026, an estimated $267K.
  • Welltower made up 1.73% of Arbor Capital Management (Alaska)'s portfolio in Q2 2026, its #22 holding.
  • Arbor Capital Management (Alaska) first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • Arbor Capital Management (Alaska)'s Welltower position peaked at $1.8M in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q2 2026, filed 6 Aug 2026.