Basso Capital Management
WELL icon

Basso Capital Management’s Welltower WELL Stock Holding History

Basso Capital 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
Q3 		– Sell
-1,193
Closed -$271K – 174
2026
Q2 		$271K Buy
+1,193
New +$252K 0.06% 120
2014
Q1 		– Sell
-5,971
Closed -$320K – 111
2013
Q4 		$320K Buy
+5,971
New +$355K 0.06% 70

Other funds holding WELL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Basso Capital Management's WELL Position: Q3 2026 in Review

Basso Capital Management sold out of Welltower (WELL) in Q3 2026, closing a stake of 1,193 shares — an estimated $271K sold.

Basso Capital Management first reported a position in WELL in Q4 2013 and held it in 2 quarters. The position peaked at $320K in Q4 2013. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Basso Capital Management reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • Basso Capital Management sold 1,193 Welltower shares in Q3 2026, an estimated $271K.
  • Basso Capital Management first reported a position in Welltower in Q4 2013 and held it in 2 quarters.
  • Basso Capital Management's Welltower position peaked at $320K in Q4 2013.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Basso Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.