Buckhead Capital Management
WELL icon

Buckhead Capital Management’s Welltower WELL Stock Holding History

Buckhead 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
Q3 		$210K Sell
910
-14
-2% -$3.31K 0.07% 142
2026
Q2 		$210K Buy
+924
New +$195K 0.07% 144
2021
Q2 		– Sell
-35,257
Closed -$2.52M – 143
2021
Q1 		$2.52M Sell
35,257
-229
-0.6% -$15.4K 0.59% 54
2020
Q4 		$2.29M Sell
35,486
-8,727
-20% -$530K 0.57% 50
2020
Q3 		$2.44M Sell
44,213
-85
-0.2% -$4.67K 0.7% 44
2020
Q2 		$2.29M Buy
44,298
+11,602
+35% +$570K 0.7% 46
2020
Q1 		$1.5M Sell
32,696
-315
-1% -$23.2K 0.56% 49
2019
Q4 		$2.7M Sell
33,011
-1,589
-5% -$136K 0.76% 48
2019
Q3 		$3.14M Sell
34,600
-400
-1% -$34.8K 0.9% 44
2019
Q2 		$2.85M Sell
35,000
-78
-0.2% -$6.13K 0.86% 44
2019
Q1 		$2.72M Sell
35,078
-12,393
-26% -$930K 0.85% 45
2018
Q4 		$3.3M Buy
47,471
+6,825
+17% +$464K 1.15% 30
2018
Q3 		$2.61M Sell
40,646
-20
-0% -$1.29K 0.8% 46
2018
Q2 		$2.55M Buy
40,666
+125
+0.3% +$6.96K 0.84% 43
2018
Q1 		$2.21M Sell
40,541
-710
-2% -$40.1K 0.49% 75
2017
Q4 		$2.63M Sell
41,251
-445
-1% -$29.9K 0.56% 67
2017
Q3 		$2.93M Sell
41,696
-21,346
-34% -$1.55M 0.63% 61
2017
Q2 		$4.72M Sell
63,042
-774
-1% -$56.6K 0.86% 49
2017
Q1 		$4.52M Buy
63,816
+185
+0.3% +$12.5K 0.83% 50
2016
Q4 		$4.26M Buy
63,631
+36,393
+134% +$2.41M 0.81% 52
2016
Q3 		$2.04M Sell
27,238
-13,580
-33% -$1.04M 0.39% 81
2016
Q2 		$3.11M Sell
40,818
-170
-0.4% -$12.1K 0.56% 67
2016
Q1 		$2.84M Buy
40,988
+20
+0% +$1.29K 0.53% 73
2015
Q4 		$2.79M Sell
40,968
-90
-0.2% -$5.87K 0.52% 73
2015
Q3 		$2.78M Buy
+41,058
New +$2.74M 0.54% 68

Other funds holding WELL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Buckhead Capital Management's WELL Position: Q3 2026 in Review

Buckhead Capital Management reduced its Welltower (WELL) stake by 1.5% in Q3 2026, selling an estimated $3.31K and leaving 910 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #142.

Buckhead Capital Management first reported a position in WELL in Q3 2015 and has held it in 25 quarters since. The position peaked at $4.72M in Q2 2017. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Buckhead Capital Management held 910 shares of Welltower worth $210K as of Q3 2026.
  • Buckhead Capital Management sold 14 Welltower shares in Q3 2026, an estimated $3.31K.
  • Welltower made up 0.07% of Buckhead Capital Management's portfolio in Q3 2026, its #142 holding.
  • Buckhead Capital Management first reported a position in Welltower in Q3 2015 and has held it in 25 quarters since.
  • Buckhead Capital Management's Welltower position peaked at $4.72M in Q2 2017.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Buckhead Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.