Aspire Private Capital’s Welltower WELL Stock Holding History

Aspire Private 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	$309K	Buy	1,360 +2	+0.1%	+$423	0.06%	145
2026 Q1	$269K	Buy	1,358 +2	+0.1%	+$395	0.06%	150
2025 Q4	$252K	Buy	1,356 +2	+0.1%	+$374	0.06%	153
2025 Q3	$241K	Buy	1,354 +2	+0.1%	+$329	0.05%	165
2025 Q2	$208K	Buy	1,352 +2	+0.1%	+$299	0.05%	177
2025 Q1	$207K	Buy	+1,350	New	+$192K	0.05%	170
2024 Q4	–	Sell	-1,379	Closed	-$177K	–	641
2024 Q3	$177K	Buy	1,379 +3	+0.2%	+$350	0.04%	170
2024 Q2	$143K	Buy	1,376 +3	+0.2%	+$294	0.04%	175
2024 Q1	$128K	Buy	1,373 +3	+0.2%	+$272	0.03%	178
2023 Q4	$124K	Buy	1,370 +3	+0.2%	+$260	0.04%	167
2023 Q3	$112K	Buy	1,367 +3	+0.2%	+$247	0.04%	158
2023 Q2	$110K	Buy	1,364 +143	+12%	+$11K	0.04%	149
2023 Q1	$87.5K	Buy	1,221 +2	+0.2%	+$145	0.03%	165
2022 Q4	$79.9K	Buy	1,219 +928	+319%	+$59.7K	0.03%	161
2022 Q3	$19K	Buy	291 +2	+0.7%	+$156	0.01%	286
2022 Q2	$24K	Buy	289 +2	+0.7%	+$178	0.01%	266
2022 Q1	$28K	Buy	287 +2	+0.7%	+$174	0.01%	249
2021 Q4	$24K	Buy	285 +2	+0.7%	+$167	0.01%	275
2021 Q3	$23K	Buy	+283	New	+$24.3K	0.01%	258
2021 Q2	–	Sell	-278	Closed	-$21.3K	–	266
2021 Q1	$20K	Buy	278 +183	+193%	+$12.3K	0.01%	276
2020 Q4	$6K	Hold	95	–	–	﹤0.01%	297
2020 Q3	$5K	Buy	+95	New	+$5.22K	﹤0.01%	319
2020 Q1	–	Hold	0	–	–	–	84
2019 Q4	–	Hold	0	–	–	–	83
2019 Q3	–	Sell	-4,910	Closed	-$427K	–	76
2019 Q2	$400K	Sell	4,910 -2,411	-33%	-$190K	0.19%	88
2019 Q1	$568K	Sell	7,321 -320	-4%	-$24K	0.29%	75
2018 Q4	$530K	Buy	+7,641	New	+$520K	0.31%	74

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aspire Private Capital's WELL Position: Q2 2026 in Review

Aspire Private Capital increased its Welltower (WELL) stake by 0.15% in Q2 2026, buying an estimated $423 and bringing the position to 1,360 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #145.

Aspire Private Capital first reported a position in WELL in Q4 2018 and has held it in 25 quarters since. The position peaked at $568K in Q1 2019. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Aspire Private Capital held 1,360 shares of Welltower worth $309K as of Q2 2026.
Aspire Private Capital bought 2 Welltower shares in Q2 2026, an estimated $423.
Welltower made up 0.06% of Aspire Private Capital's portfolio in Q2 2026, its #145 holding.
Aspire Private Capital first reported a position in Welltower in Q4 2018 and has held it in 25 quarters since.
Aspire Private Capital's Welltower position peaked at $568K in Q1 2019.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.