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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
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

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

Basso Capital Management's WELL Position: Q2 2026 in Review

Basso Capital Management opened a new position in Welltower (WELL) in Q2 2026: 1,193 shares worth $271K. The stake represents 0.06% of the portfolio and ranks #120 among its holdings. This is a return to the name: Basso Capital Management previously reported a position in WELL as recently as Q4 2013.

Basso Capital Management first reported a position in WELL in Q4 2013 and has held it in 2 quarters since. The position peaked at $320K in Q4 2013. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Basso Capital Management held 1,193 shares of Welltower worth $271K as of Q2 2026.
  • Welltower was a new Basso Capital Management position in Q2 2026.
  • Welltower made up 0.06% of Basso Capital Management's portfolio in Q2 2026, its #120 holding.
  • Basso Capital Management first reported a position in Welltower in Q4 2013 and has held it in 2 quarters since.
  • Basso Capital Management's Welltower position peaked at $320K in Q4 2013.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.