Blue Fin Capital’s Welltower WELL Stock Holding History

Blue Fin Capital’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	$456K	Sell	2,009 -187	-9%	-$39.5K	0.07%	115
2026 Q1	$434K	Hold	2,196	–	–	0.07%	108
2025 Q4	$408K	Hold	2,196	–	–	0.06%	115
2025 Q3	$391K	Sell	2,196 -14	-0.6%	-$2.3K	0.06%	116
2025 Q2	$340K	Hold	2,210	–	–	0.06%	121
2025 Q1	$339K	Hold	2,210	–	–	0.07%	117
2024 Q4	$279K	Hold	2,210	–	–	0.05%	124
2024 Q3	$283K	Hold	2,210	–	–	0.05%	127
2024 Q2	$230K	Hold	2,210	–	–	0.05%	139
2024 Q1	$207K	Buy	+2,210	New	+$200K	0.05%	139
2022 Q2	–	Sell	-2,375	Closed	-$228K	–	141
2022 Q1	$228K	Hold	2,375	–	–	0.07%	123
2021 Q4	$203K	Sell	2,375 -70	-3%	-$5.84K	0.06%	129
2021 Q3	$201K	Hold	2,445	–	–	0.06%	126
2021 Q2	$203K	Buy	+2,445	New	+$187K	0.06%	123
2021 Q1	–	Sell	-3,835	Closed	-$247K	–	123
2020 Q4	$247K	Sell	3,835 -123	-3%	-$7.47K	0.09%	107
2020 Q3	$218K	Sell	3,958 -113	-3%	-$6.21K	0.09%	110
2020 Q2	$210K	Buy	+4,071	New	+$200K	0.09%	115
2020 Q1	–	Sell	-4,309	Closed	-$352K	–	129
2019 Q4	$352K	Sell	4,309 -50	-1%	-$4.28K	0.17%	106
2019 Q3	$395K	Hold	4,359	–	–	0.21%	97
2019 Q2	$355K	Sell	4,359 -99	-2%	-$7.78K	0.18%	103
2019 Q1	$345K	Sell	4,458 -200	-4%	-$15K	0.18%	105
2018 Q4	$323K	Sell	4,658 -232	-5%	-$15.8K	0.19%	106
2018 Q3	$315K	Sell	4,890 -280	-5%	-$18.1K	0.16%	107
2018 Q2	$324K	Hold	5,170	–	–	0.17%	104
2018 Q1	$281K	Sell	5,170 -100	-2%	-$5.65K	0.16%	106
2017 Q4	$336K	Sell	5,270 -120	-2%	-$8.05K	0.2%	104
2017 Q3	$378K	Hold	5,390	–	–	0.23%	97
2017 Q2	$403K	Sell	5,390 -555	-9%	-$40.6K	0.26%	91
2017 Q1	$421K	Sell	5,945 -110	-2%	-$7.42K	0.26%	91
2016 Q4	$405K	Buy	6,055 +580	+11%	+$38.4K	0.27%	90
2016 Q3	$409K	Sell	5,475 -155	-3%	-$11.9K	0.33%	82
2016 Q2	$429K	Hold	5,630	–	–	0.36%	76
2016 Q1	$390K	Sell	5,630 -500	-8%	-$32.2K	0.33%	78
2015 Q4	$417K	Buy	+6,130	New	+$400K	0.32%	84
2015 Q3	–	Sell	-5,630	Closed	-$369K	–	134
2015 Q2	$369K	Hold	5,630	–	–	0.27%	98
2015 Q1	$436K	Hold	5,630	–	–	0.31%	85
2014 Q4	$426K	Buy	5,630 +275	+5%	+$19.6K	0.32%	85
2014 Q3	$334K	Hold	5,355	–	–	0.26%	98
2014 Q2	$336K	Hold	5,355	–	–	0.27%	94
2014 Q1	$319K	Buy	5,355 +165	+3%	+$9.43K	0.28%	91
2013 Q4	$278K	Buy	+5,190	New	+$309K	0.25%	101

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Blue Fin Capital's WELL Position: Q2 2026 in Review

Blue Fin Capital reduced its Welltower (WELL) stake by 8.5% in Q2 2026, selling an estimated $39.5K and leaving 2,009 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #115.

Blue Fin Capital first reported a position in WELL in Q4 2013 and has held it in 41 quarters since. 742 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Blue Fin Capital held 2,009 shares of Welltower worth $456K as of Q2 2026.
Blue Fin Capital sold 187 Welltower shares in Q2 2026, an estimated $39.5K.
Welltower made up 0.07% of Blue Fin Capital's portfolio in Q2 2026, its #115 holding.
Blue Fin Capital first reported a position in Welltower in Q4 2013 and has held it in 41 quarters since.
742 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.