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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
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

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

Caldwell Sutter Capital's WELL Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Welltower (WELL) stake by 8% in Q2 2026, selling an estimated $68.1K and leaving 3,692 shares worth $838K. The position accounts for 0.32% of the portfolio, ranked #77.

Caldwell Sutter Capital first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Caldwell Sutter Capital held 3,692 shares of Welltower worth $838K as of Q2 2026.
  • Caldwell Sutter Capital sold 322 Welltower shares in Q2 2026, an estimated $68.1K.
  • Welltower made up 0.32% of Caldwell Sutter Capital's portfolio in Q2 2026, its #77 holding.
  • Caldwell Sutter Capital first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.