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Beacon Capital Management LLC (Tennessee)’s Welltower WELL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$217K Buy
+958
New +$203K 0.03% 159
2025
Q3 		– Sell
-951
Closed -$146K – 1017
2025
Q2 		$146K Sell
951
-82
-8% -$12.3K 0.02% 154
2025
Q1 		$158K Buy
1,033
+4
+0.4% +$570 0.02% 145
2024
Q4 		$130K Sell
1,029
-563
-35% -$73.9K 0.02% 159
2024
Q3 		$204K Buy
1,592
+212
+15% +$24.7K 0.03% 117
2024
Q2 		$144K Buy
1,380
+33
+2% +$3.23K 0.03% 131
2024
Q1 		$126K Buy
1,347
+470
+54% +$42.6K 0.03% 141
2023
Q4 		$71.8K Sell
877
-100
-10% -$8.68K 0.02% 171
2023
Q3 		$79K Hold
977
– – 0.02% 177
2023
Q2 		$79K Sell
977
-53
-5% -$4.08K 0.02% 177
2023
Q1 		$73.8K Sell
1,030
-113
-10% -$8.2K 0.02% 171
2022
Q4 		$74.9K Buy
1,143
+278
+32% +$17.9K 0.03% 173
2022
Q3 		$70K Hold
865
– – 0.02% 179
2022
Q2 		$82K Hold
865
– – 0.02% 179
2022
Q1 		$82K Buy
+865
New +$75.1K 0.02% 179

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s WELL Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in Welltower (WELL) in Q2 2026: 958 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in WELL as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in WELL in Q1 2022 and has held it in 15 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 958 shares of Welltower worth $217K as of Q2 2026.
  • Welltower was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
  • Welltower made up 0.03% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #159 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Welltower in Q1 2022 and has held it in 15 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.