Broadwater Capital’s Welltower WELL Stock Holding History

Broadwater 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	$45.4K	Hold	200	–	–	0.03%	103
2026 Q1	$37.1K	Hold	200	–	–	0.03%	111
2025 Q4	$37.1K	Hold	200	–	–	0.03%	111
2025 Q3	$35.6K	Sell	200 -30,546	-99%	-$5.02M	0.03%	118
2025 Q2	$30.7M	Buy	30,746 +30,546	+15,273%	+$4.56M	0.02%	120
2025 Q1	$30.6K	Hold	200	–	–	0.02%	124
2024 Q4	$25.2K	Hold	200	–	–	0.02%	128
2024 Q3	$25.6K	Hold	200	–	–	0.02%	135
2024 Q2	$20.9K	Hold	200	–	–	0.02%	137
2024 Q1	$18.7K	Hold	200	–	–	0.01%	145
2023 Q4	$18K	Buy	+200	New	+$17.4K	0.01%	146

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

AIM

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

Broadwater Capital's WELL Position: Q2 2026 in Review

Broadwater Capital held its Welltower (WELL) position steady in Q2 2026 at 200 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #103.

Broadwater Capital first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.7M in Q2 2025. 802 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Broadwater Capital held 200 shares of Welltower worth $45.4K as of Q2 2026.
Broadwater Capital left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #103 holding.
Broadwater Capital first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Welltower position peaked at $30.7M in Q2 2025.
802 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.