Blue Capital Inc’s Welltower WELL Stock Holding History

Blue Capital Inc’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 Q1	–	Sell	-13,781	Closed	-$2.56M	–	120
2025 Q4	$2.56M	Buy	+13,781	New	+$2.57M	1.82%	21
2025 Q3	–	Sell	-15,128	Closed	-$2.33M	–	119
2025 Q2	$2.33M	Buy	+15,128	New	+$2.26M	1.65%	20
2024 Q4	$330K	Buy	+2,616	New	+$343K	0.23%	86

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Capital Inc's WELL Position: Q1 2026 in Review

Blue Capital Inc sold out of Welltower (WELL) in Q1 2026, closing a stake of 13,781 shares — an estimated $2.56M sold.

Blue Capital Inc first reported a position in WELL in Q4 2024 and held it in 3 quarters. The position peaked at $2.56M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Blue Capital Inc reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Blue Capital Inc sold 13,781 Welltower shares in Q1 2026, an estimated $2.56M.
Blue Capital Inc first reported a position in Welltower in Q4 2024 and held it in 3 quarters.
Blue Capital Inc's Welltower position peaked at $2.56M in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.