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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Sutter Capital's WELL Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Welltower (WELL) stake by 11% in Q1 2026, buying an estimated $76.5K and bringing the position to 4,014 shares worth $794K. The position accounts for 0.32% of the portfolio, ranked #80.

Caldwell Sutter Capital first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Caldwell Sutter Capital held 4,014 shares of Welltower worth $794K as of Q1 2026.
  • Caldwell Sutter Capital bought 387 Welltower shares in Q1 2026, an estimated $76.5K.
  • Welltower made up 0.32% of Caldwell Sutter Capital's portfolio in Q1 2026, its #80 holding.
  • Caldwell Sutter Capital first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.