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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
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 		$3.29M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Buckhead Capital Management opened a new position in Welltower (WELL) in Q2 2026: 924 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings. This is a return to the name: Buckhead Capital Management previously reported a position in WELL as recently as Q1 2021.

Buckhead Capital Management first reported a position in WELL in Q3 2015 and has held it in 24 quarters since. The position peaked at $4.72M in Q2 2017. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Buckhead Capital Management held 924 shares of Welltower worth $210K as of Q2 2026.
  • Welltower was a new Buckhead Capital Management position in Q2 2026.
  • Welltower made up 0.07% of Buckhead Capital Management's portfolio in Q2 2026, its #144 holding.
  • Buckhead Capital Management first reported a position in Welltower in Q3 2015 and has held it in 24 quarters since.
  • Buckhead Capital Management's Welltower position peaked at $4.72M in Q2 2017.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.