Calamos Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.3M | Sell |
111,582
-2,074
| -2% | -$438K | 0.08% | 235 |
|
|
2026
Q1 | $22.5M | Hold |
113,656
| – | – | 0.08% | 256 |
|
|
2025
Q4 | $21.1M | Sell |
113,656
-4,615
| -4% | -$862K | 0.08% | 255 |
|
|
2025
Q3 | $21.1M | Hold |
118,271
| – | – | 0.08% | 269 |
|
|
2025
Q2 | $18.2M | Hold |
118,271
| – | – | 0.07% | 287 |
|
|
2025
Q1 | $18.1M | Buy |
118,271
+1,317
| +1% | +$188K | 0.08% | 270 |
|
|
2024
Q4 | $14.7M | Hold |
116,954
| – | – | 0.06% | 320 |
|
|
2024
Q3 | $15M | Sell |
116,954
-2,869
| -2% | -$335K | 0.06% | 330 |
|
|
2024
Q2 | $12.5M | Sell |
119,823
-4,374
| -4% | -$429K | 0.06% | 353 |
|
|
2024
Q1 | $11.6M | Sell |
124,197
-3,124
| -2% | -$283K | 0.06% | 364 |
|
|
2023
Q4 | $11.5M | Sell |
127,321
-1,663
| -1% | -$144K | 0.06% | 357 |
|
|
2023
Q3 | $10.6M | Hold |
128,984
| – | – | 0.05% | 381 |
|
|
2023
Q2 | $10.4M | Hold |
128,984
| – | – | 0.05% | 408 |
|
|
2023
Q1 | $9.25M | Sell |
128,984
-16,126
| -11% | -$1.17M | 0.05% | 472 |
|
|
2022
Q4 | $9.51M | Sell |
145,110
-25,174
| -15% | -$1.62M | 0.04% | 493 |
|
|
2022
Q3 | $11M | Hold |
170,284
| – | – | 0.05% | 443 |
|
|
2022
Q2 | $14M | Buy |
170,284
+4,578
| +3% | +$407K | 0.06% | 376 |
|
|
2022
Q1 | $15.9M | Buy |
165,706
+22,188
| +15% | +$1.93M | 0.06% | 359 |
|
|
2021
Q4 | $12.3M | Buy |
143,518
+5,551
| +4% | +$463K | 0.05% | 431 |
|
|
2021
Q3 | $11.4M | Buy |
137,967
+12,014
| +10% | +$1.03M | 0.05% | 391 |
|
|
2021
Q2 | $10.5M | Buy |
125,953
+28,862
| +30% | +$2.21M | 0.05% | 392 |
|
|
2021
Q1 | $6.96M | Buy |
97,091
+3,000
| +3% | +$201K | 0.04% | 436 |
|
|
2020
Q4 | $6.08M | Sell |
94,091
-4,076
| -4% | -$247K | 0.04% | 452 |
|
|
2020
Q3 | $5.41M | Sell |
98,167
-8,615
| -8% | -$473K | 0.03% | 442 |
|
|
2020
Q2 | $5.53M | Sell |
106,782
-63,233
| -37% | -$3.11M | 0.04% | 423 |
|
|
2020
Q1 | $7.78M | Sell |
170,015
-60,332
| -26% | -$4.45M | 0.06% | 313 |
|
|
2019
Q4 | $18.8M | Sell |
230,347
-2,019
| -0.9% | -$173K | 0.09% | 242 |
|
|
2019
Q3 | $21.1M | Buy |
232,366
+10,734
| +5% | +$934K | 0.11% | 229 |
|
|
2019
Q2 | $18.1M | Buy |
221,632
+20,067
| +10% | +$1.58M | 0.1% | 240 |
|
|
2019
Q1 | $15.6M | Sell |
201,565
-935
| -0.5% | -$70.1K | 0.1% | 251 |
|
|
2018
Q4 | $14.1M | Buy |
202,500
+12,520
| +7% | +$852K | 0.09% | 259 |
|
|
2018
Q3 | $12.2M | Buy |
189,980
+14,011
| +8% | +$905K | 0.07% | 290 |
|
|
2018
Q2 | $11M | Buy |
175,969
+30,056
| +21% | +$1.67M | 0.07% | 302 |
|
|
2018
Q1 | $7.94M | Buy |
145,913
+1,717
| +1% | +$96.9K | 0.05% | 351 |
|
|
2017
Q4 | $9.2M | Sell |
144,196
-4,296
| -3% | -$288K | 0.05% | 307 |
|
|
2017
Q3 | $10.4M | Buy |
148,492
+1,287
| +0.9% | +$93.6K | 0.08% | 271 |
|
|
2017
Q2 | $11M | Buy |
147,205
+1,048
| +0.7% | +$76.6K | 0.08% | 277 |
|
|
2017
Q1 | $10.4M | Sell |
146,157
-3,044
| -2% | -$205K | 0.08% | 278 |
|
|
2016
Q4 | $9.99M | Buy |
149,201
+111,848
| +299% | +$7.41M | 0.08% | 266 |
|
|
2016
Q3 | $2.79M | Buy |
37,353
+110
| +0.3% | +$8.42K | 0.02% | 412 |
|
|
2016
Q2 | $2.84M | Buy |
37,243
+14
| +0% | +$994 | 0.02% | 411 |
|
|
2016
Q1 | $2.58M | Buy |
37,229
+2,214
| +6% | +$143K | 0.02% | 416 |
|
|
2015
Q4 | $2.38M | Buy |
35,015
+243
| +0.7% | +$15.9K | 0.02% | 437 |
|
|
2015
Q3 | $2.35M | Buy |
34,772
+2,698
| +8% | +$180K | 0.02% | 441 |
|
|
2015
Q2 | $2.1M | Sell |
32,074
-1,296
| -4% | -$92.9K | 0.01% | 476 |
|
|
2015
Q1 | $2.58M | Buy |
+33,370
| New | +$2.63M | 0.02% | 459 |
|
Other funds holding WELL
CIM
DPIM
Calamos Advisors's WELL Position: Q2 2026 in Review
Calamos Advisors reduced its Welltower (WELL) stake by 1.8% in Q2 2026, selling an estimated $438K and leaving 111,582 shares worth $25.3M. The position accounts for 0.08% of the portfolio, ranked #235.
Calamos Advisors first reported a position in WELL in Q1 2015 and has held it in 46 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Calamos Advisors held 111,582 shares of Welltower worth $25.3M as of Q2 2026.
- Calamos Advisors sold 2,074 Welltower shares in Q2 2026, an estimated $438K.
- Welltower made up 0.08% of Calamos Advisors's portfolio in Q2 2026, its #235 holding.
- Calamos Advisors first reported a position in Welltower in Q1 2015 and has held it in 46 quarters since.
- 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.