Calamos Wealth Management’s Welltower WELL Stock Holding History

Calamos Wealth 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 Q1	–	Sell	-1,109	Closed	-$206K	–	586
2025 Q4	$206K	Buy	+1,109	New	+$207K	0.01%	438
2017 Q4	–	Sell	-34,219	Closed	-$2.4M	–	240
2017 Q3	$2.4M	Buy	34,219 +342	+1%	+$24.9K	0.33%	89
2017 Q2	$2.54M	Buy	33,877 +401	+1%	+$29.3K	0.36%	82
2017 Q1	$2.37M	Buy	33,476 +8,001	+31%	+$540K	0.35%	85
2016 Q4	$1.71M	Buy	25,475 +684	+3%	+$45.3K	0.27%	110
2016 Q3	$1.85M	Buy	24,791 +3,566	+17%	+$273K	0.32%	103
2016 Q2	$1.62M	Buy	21,225 +3,359	+19%	+$239K	0.29%	116
2016 Q1	$1.24M	Buy	17,866 +4,317	+32%	+$278K	0.24%	131
2015 Q4	$922K	Sell	13,549 -11,877	-47%	-$775K	0.18%	160
2015 Q3	$1.72M	Buy	25,426 +1,386	+6%	+$92.6K	0.41%	84
2015 Q2	$1.58M	Buy	24,040 +3,360	+16%	+$241K	0.37%	103
2015 Q1	$1.6M	Buy	+20,680	New	+$1.63M	0.4%	99

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Calamos Wealth Management's WELL Position: Q1 2026 in Review

Calamos Wealth Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,109 shares — an estimated $206K sold.

Calamos Wealth Management first reported a position in WELL in Q1 2015 and held it in 12 quarters. The position peaked at $2.54M in Q2 2017. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Calamos Wealth Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Calamos Wealth Management sold 1,109 Welltower shares in Q1 2026, an estimated $206K.
Calamos Wealth Management first reported a position in Welltower in Q1 2015 and held it in 12 quarters.
Calamos Wealth Management's Welltower position peaked at $2.54M in Q2 2017.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.