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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
Q2 		$9.85M Sell
43,391
-161
-0.4% -$34K 0.33% 100
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 $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

Azimuth Capital Investment Management's WELL Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Welltower (WELL) stake by 0.37% in Q2 2026, selling an estimated $34K and leaving 43,391 shares worth $9.85M. The position accounts for 0.33% of the portfolio, ranked #100.

Azimuth Capital Investment Management first reported a position in WELL in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Azimuth Capital Investment Management held 43,391 shares of Welltower worth $9.85M as of Q2 2026.
  • Azimuth Capital Investment Management sold 161 Welltower shares in Q2 2026, an estimated $34K.
  • Welltower made up 0.33% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #100 holding.
  • Azimuth Capital Investment Management first reported a position in Welltower in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Welltower position peaked at $10M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.