Bayforest Capital’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$119K Buy
+524
New +$111K 0.11% 370
2025
Q4
Sell
-915
Closed -$163K 979
2025
Q3
$163K Buy
+915
New +$150K 0.08% 432
2025
Q2
Sell
-1,226
Closed -$188K 924
2025
Q1
$188K Buy
1,226
+1,106
+922% +$158K 0.08% 401
2024
Q4
$15.1K Buy
+120
New +$15.8K 0.02% 600

Other funds holding WELL

Bayforest Capital's WELL Position: Q2 2026 in Review

Bayforest Capital opened a new position in Welltower (WELL) in Q2 2026: 524 shares worth $119K. The stake represents 0.11% of the portfolio and ranks #370 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in WELL as recently as Q3 2025.

Bayforest Capital first reported a position in WELL in Q4 2024 and has held it in 4 quarters since. The position peaked at $188K in Q1 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bayforest Capital held 524 shares of Welltower worth $119K as of Q2 2026.
  • Welltower was a new Bayforest Capital position in Q2 2026.
  • Welltower made up 0.11% of Bayforest Capital's portfolio in Q2 2026, its #370 holding.
  • Bayforest Capital first reported a position in Welltower in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's Welltower position peaked at $188K in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.