Caldwell Sutter Capital
WELL icon

Caldwell Sutter Capital’s Welltower WELL Stock Holding History

Caldwell Sutter Capital’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 		$829K Sell
3,602
-90
-2% -$21.3K 0.31% 80
2026
Q2 		$838K Sell
3,692
-322
-8% -$68.1K 0.32% 77
2026
Q1 		$794K Buy
4,014
+387
+11% +$76.5K 0.32% 80
2025
Q4 		$673K Sell
3,627
-58
-2% -$10.8K 0.29% 89
2025
Q3 		$656K Sell
3,685
-26
-0.7% -$4.27K 0.28% 94
2025
Q2 		$570K Hold
3,711
– – 0.26% 104
2025
Q1 		$569K Sell
3,711
-14
-0.4% -$2K 0.27% 102
2024
Q4 		$469K Buy
3,725
+1,200
+48% +$158K 0.22% 115
2024
Q3 		$323K Sell
2,525
-10
-0.4% -$1.17K 0.15% 146
2024
Q2 		$264K Sell
2,535
-150
-6% -$14.7K 0.13% 161
2024
Q1 		$251K Buy
2,685
+270
+11% +$24.4K 0.12% 166
2023
Q4 		$218K Buy
2,415
+10
+0.4% +$868 0.11% 179
2023
Q3 		$197K Hold
2,405
– – 0.11% 178
2023
Q2 		$195K Buy
2,405
+267
+12% +$20.6K 0.1% 183
2023
Q1 		$153K Buy
2,138
+538
+34% +$39K 0.11% 155
2022
Q4 		$105K Buy
+1,600
New +$103K 0.09% 138

Other funds holding WELL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

Caldwell Sutter Capital's WELL Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Welltower (WELL) stake by 2.4% in Q3 2026, selling an estimated $21.3K and leaving 3,602 shares worth $829K. The position accounts for 0.31% of the portfolio, ranked #80.

Caldwell Sutter Capital first reported a position in WELL in Q4 2022 and has held it in 16 quarters since. The position peaked at $838K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Caldwell Sutter Capital held 3,602 shares of Welltower worth $829K as of Q3 2026.
  • Caldwell Sutter Capital sold 90 Welltower shares in Q3 2026, an estimated $21.3K.
  • Welltower made up 0.31% of Caldwell Sutter Capital's portfolio in Q3 2026, its #80 holding.
  • Caldwell Sutter Capital first reported a position in Welltower in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Welltower position peaked at $838K in Q2 2026.
  • 1,073 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.