BCM
WELL icon

Beck Capital Management’s Welltower WELL Stock Holding History

Beck 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 		– Sell
-33,965
Closed -$6.72M – 145
2026
Q1 		$6.72M Buy
33,965
+139
+0.4% +$27.5K 1.54% 21
2025
Q4 		$6.28M Buy
33,826
+546
+2% +$102K 1.49% 22
2025
Q3 		$5.93M Buy
33,280
+304
+0.9% +$50K 1.37% 25
2025
Q2 		$5.07M Buy
32,976
+11,934
+57% +$1.78M 1.27% 29
2025
Q1 		$3.22M Buy
21,042
+1,159
+6% +$165K 0.95% 39
2024
Q4 		$2.51M Buy
19,883
+745
+4% +$97.8K 0.67% 52
2024
Q3 		$2.45M Buy
+19,138
New +$2.23M 0.65% 57

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

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

Beck Capital Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 33,965 shares — an estimated $6.72M sold.

Beck Capital Management first reported a position in WELL in Q3 2024 and held it in 7 quarters. The position peaked at $6.72M in Q1 2026. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beck Capital Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Beck Capital Management sold 33,965 Welltower shares in Q2 2026, an estimated $6.72M.
  • Beck Capital Management first reported a position in Welltower in Q3 2024 and held it in 7 quarters.
  • Beck Capital Management's Welltower position peaked at $6.72M in Q1 2026.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.