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Callan Family Office’s Welltower WELL Stock Holding History

Callan Family Office’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 		$5.85M Buy
29,580
+5,073
+21% +$1M 0.13% 169
2025
Q4 		$4.55M Buy
24,507
+15,685
+178% +$2.93M 0.1% 206
2025
Q3 		$1.57M Sell
8,822
-2,308
-21% -$379K 0.05% 301
2025
Q2 		$1.71M Buy
11,130
+7,930
+248% +$1.19M 0.05% 293
2025
Q1 		$490K Sell
3,200
-895
-22% -$128K 0.04% 323
2024
Q4 		$516K Buy
+4,095
New +$538K 0.03% 361

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

Callan Family Office's WELL Position: Q1 2026 in Review

Callan Family Office increased its Welltower (WELL) stake by 21% in Q1 2026, buying an estimated $1M and bringing the position to 29,580 shares worth $5.85M. The position accounts for 0.13% of the portfolio, ranked #169.

Callan Family Office first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Callan Family Office held 29,580 shares of Welltower worth $5.85M as of Q1 2026.
  • Callan Family Office bought 5,073 Welltower shares in Q1 2026, an estimated $1M.
  • Welltower made up 0.13% of Callan Family Office's portfolio in Q1 2026, its #169 holding.
  • Callan Family Office first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.