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Brookstone Capital Management’s Welltower WELL Stock Holding History

Brookstone 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 		$13.4M Sell
59,171
-8,581
-13% -$1.81M 0.13% 178
2026
Q1 		$13.4M Buy
67,752
+15,575
+30% +$3.08M 0.15% 166
2025
Q4 		$9.68M Buy
52,177
+6,818
+15% +$1.27M 0.11% 207
2025
Q3 		$8.08M Buy
45,359
+37,635
+487% +$6.19M 0.1% 233
2025
Q2 		$1.19M Buy
7,724
+545
+8% +$81.4K 0.02% 530
2025
Q1 		$1.1M Buy
7,179
+2,172
+43% +$309K 0.02% 531
2024
Q4 		$631K Sell
5,007
-3,495
-41% -$459K 0.01% 634
2024
Q3 		$1.09M Sell
8,502
-87
-1% -$10.2K 0.02% 502
2024
Q2 		$917K Sell
8,589
-6,813
-44% -$668K 0.02% 516
2024
Q1 		$1.44M Buy
15,402
+15
+0.1% +$1.36K 0.03% 413
2023
Q4 		$1.39M Buy
15,387
+371
+2% +$32.2K 0.03% 391
2023
Q3 		$1.26M Sell
15,016
-2,296
-13% -$189K 0.03% 388
2023
Q2 		$1.38M Buy
17,312
+310
+2% +$23.9K 0.03% 375
2023
Q1 		$1.28M Buy
17,002
+3,655
+27% +$265K 0.02% 405
2022
Q4 		$931K Buy
13,347
+1,091
+9% +$70.1K 0.02% 443
2022
Q3 		$710K Sell
12,256
-1,102
-8% -$86.1K 0.02% 486
2022
Q2 		$1.1M Buy
13,358
+189
+1% +$16.8K 0.02% 385
2022
Q1 		$1.27M Buy
13,169
+965
+8% +$83.8K 0.02% 354
2021
Q4 		$1.07M Sell
12,204
-171
-1% -$14.3K 0.02% 381
2021
Q3 		$1.03M Buy
12,375
+1,520
+14% +$131K 0.02% 380
2021
Q2 		$944K Buy
+10,855
New +$831K 0.02% 376
2019
Q2 		– Sell
-2,970
Closed -$230K – 487
2019
Q1 		$230K Sell
2,970
-99
-3% -$7.43K 0.01% 358
2018
Q4 		$213K Sell
3,069
-1,135
-27% -$77.2K 0.02% 273
2018
Q3 		$270K Sell
4,204
-485
-10% -$31.3K 0.02% 357
2018
Q2 		$294K Sell
4,689
-266
-5% -$14.8K 0.03% 302
2018
Q1 		$270K Buy
4,955
+55
+1% +$3.1K 0.02% 282
2017
Q4 		$312K Sell
4,900
-666
-12% -$44.7K 0.03% 264
2017
Q3 		$391K Sell
5,566
-428
-7% -$31.1K 0.04% 207
2017
Q2 		$449K Sell
5,994
-1,604
-21% -$117K 0.04% 188
2017
Q1 		$538K Buy
7,598
+1,124
+17% +$75.8K 0.05% 172
2016
Q4 		$433K Buy
6,474
+128
+2% +$8.48K 0.05% 172
2016
Q3 		$475K Buy
6,346
+1,411
+29% +$108K 0.05% 173
2016
Q2 		$376K Buy
4,935
+1,567
+47% +$111K 0.05% 185
2016
Q1 		$234K Sell
3,368
-416
-11% -$26.8K 0.04% 207
2015
Q4 		$257K Buy
3,784
+2,231
+144% +$146K 0.05% 135
2015
Q3 		$105K Sell
1,553
-799
-34% -$53.4K 0.02% 263
2015
Q2 		$154K Sell
2,352
-258
-10% -$18.5K 0.02% 271
2015
Q1 		$202K Buy
+2,610
New +$205K 0.03% 180

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Brookstone Capital Management reduced its Welltower (WELL) stake by 13% in Q2 2026, selling an estimated $1.81M and leaving 59,171 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #178.

Brookstone Capital Management first reported a position in WELL in Q1 2015 and has held it in 38 quarters since. 227 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Brookstone Capital Management held 59,171 shares of Welltower worth $13.4M as of Q2 2026.
  • Brookstone Capital Management sold 8,581 Welltower shares in Q2 2026, an estimated $1.81M.
  • Welltower made up 0.13% of Brookstone Capital Management's portfolio in Q2 2026, its #178 holding.
  • Brookstone Capital Management first reported a position in Welltower in Q1 2015 and has held it in 38 quarters since.
  • 227 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.