CFO
WELL icon

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
Q2 		$6.96M Buy
30,679
+1,099
+4% +$232K 0.14% 149
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's WELL Position: Q2 2026 in Review

Callan Family Office increased its Welltower (WELL) stake by 3.7% in Q2 2026, buying an estimated $232K and bringing the position to 30,679 shares worth $6.96M. The position accounts for 0.14% of the portfolio, ranked #149.

Callan Family Office first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Callan Family Office held 30,679 shares of Welltower worth $6.96M as of Q2 2026.
  • Callan Family Office bought 1,099 Welltower shares in Q2 2026, an estimated $232K.
  • Welltower made up 0.14% of Callan Family Office's portfolio in Q2 2026, its #149 holding.
  • Callan Family Office first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.