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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arbor Capital Management (Alaska)'s WELL Position: Q1 2026 in Review

Arbor Capital Management (Alaska) reduced its Welltower (WELL) stake by 7% in Q1 2026, selling an estimated $130K and leaving 8,764 shares worth $1.78M. The position accounts for 1.45% of the portfolio, ranked #24.

Arbor Capital Management (Alaska) first reported a position in WELL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q1 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Arbor Capital Management (Alaska) held 8,764 shares of Welltower worth $1.78M as of Q1 2026.
Arbor Capital Management (Alaska) sold 659 Welltower shares in Q1 2026, an estimated $130K.
Welltower made up 1.45% of Arbor Capital Management (Alaska)'s portfolio in Q1 2026, its #24 holding.
Arbor Capital Management (Alaska) first reported a position in Welltower in Q1 2024 and has held it in 9 quarters since.
Arbor Capital Management (Alaska)'s Welltower position peaked at $1.8M in Q1 2025.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Arbor Capital Management (Alaska)'s 13F filing for Q1 2026, filed 30 Apr 2026.