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Azimuth Capital Investment Management’s Welltower WELL Stock Holding History

Azimuth Capital Investment Management’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 		$8.61M Buy
43,552
+755
+2% +$149K 0.32% 107
2025
Q4 		$7.94M Sell
42,797
-13,552
-24% -$2.53M 0.28% 118
2025
Q3 		$10M Sell
56,349
-745
-1% -$122K 0.36% 91
2025
Q2 		$8.78M Buy
57,094
+840
+1% +$126K 0.33% 114
2025
Q1 		$8.62M Buy
56,254
+1,974
+4% +$281K 0.34% 103
2024
Q4 		$6.84M Buy
54,280
+2,700
+5% +$354K 0.27% 123
2024
Q3 		$6.6M Sell
51,580
-9,244
-15% -$1.08M 0.26% 126
2024
Q2 		$6.34M Buy
60,824
+2,440
+4% +$239K 0.26% 124
2024
Q1 		$5.46M Buy
58,384
+2,580
+5% +$234K 0.23% 138
2023
Q4 		$5.03M Sell
55,804
-4,635
-8% -$402K 0.23% 135
2023
Q3 		$4.95M Buy
60,439
+515
+0.9% +$42.4K 0.24% 133
2023
Q2 		$4.85M Sell
59,924
-268
-0.4% -$20.6K 0.23% 140
2023
Q1 		$4.32M Sell
60,192
-60
-0.1% -$4.35K 0.21% 150
2022
Q4 		$3.95M Sell
60,252
-1,250
-2% -$80.4K 0.2% 154
2022
Q3 		$3.96M Sell
61,502
-4,055
-6% -$317K 0.22% 144
2022
Q2 		$5.4M Buy
+65,557
New +$5.83M 0.27% 130

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Azimuth Capital Investment Management's WELL Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Welltower (WELL) stake by 1.8% in Q1 2026, buying an estimated $149K and bringing the position to 43,552 shares worth $8.61M. The position accounts for 0.32% of the portfolio, ranked #107.

Azimuth Capital Investment Management first reported a position in WELL in Q2 2022 and has held it in 16 quarters since. The position peaked at $10M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Azimuth Capital Investment Management held 43,552 shares of Welltower worth $8.61M as of Q1 2026.
  • Azimuth Capital Investment Management bought 755 Welltower shares in Q1 2026, an estimated $149K.
  • Welltower made up 0.32% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #107 holding.
  • Azimuth Capital Investment Management first reported a position in Welltower in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's Welltower position peaked at $10M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.