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Cambiar Investors’s Welltower WELL Stock Holding History

Cambiar Investors’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 		$377K Hold
1,661
– – 0.02% 144
2026
Q1 		$328K Hold
1,661
– – 0.02% 141
2025
Q4 		$308K Sell
1,661
-506
-23% -$94.5K 0.01% 137
2025
Q3 		$386K Sell
2,167
-174
-7% -$28.6K 0.02% 130
2025
Q2 		$360K Sell
2,341
-33
-1% -$4.93K 0.02% 138
2025
Q1 		$364K Sell
2,374
-64
-3% -$9.12K 0.02% 145
2024
Q4 		$307K Hold
2,438
– – 0.01% 149
2024
Q3 		$312K Hold
2,438
– – 0.01% 140
2024
Q2 		$254K Hold
2,438
– – 0.01% 140
2024
Q1 		$228K Sell
2,438
-1,532
-39% -$139K 0.01% 141
2023
Q4 		$358K Sell
3,970
-265
-6% -$23K 0.01% 144
2023
Q3 		$347K Sell
4,235
-99
-2% -$8.14K 0.01% 145
2023
Q2 		$351K Sell
4,334
-384,451
-99% -$29.6M 0.01% 138
2023
Q1 		$27.9M Sell
388,785
-17,889
-4% -$1.3M 1.2% 39
2022
Q4 		$26.7M Buy
406,674
+18,091
+5% +$1.16M 1.21% 41
2022
Q3 		$25M Buy
388,583
+45,726
+13% +$3.57M 1.26% 44
2022
Q2 		$28.2M Sell
342,857
-60,426
-15% -$5.38M 1.26% 39
2022
Q1 		$38.8M Sell
403,283
-6,901
-2% -$599K 1.46% 31
2021
Q4 		$35.2M Sell
410,184
-3,423
-0.8% -$285K 1.21% 41
2021
Q3 		$34.1M Buy
413,607
+439
+0.1% +$37.7K 1.17% 40
2021
Q2 		$34.3M Sell
413,168
-76,355
-16% -$5.85M 1.1% 42
2021
Q1 		$35.1M Sell
489,523
-14,852
-3% -$997K 1.22% 35
2020
Q4 		$32.6M Buy
+504,375
New +$30.6M 1.27% 30

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

Cambiar Investors's WELL Position: Q2 2026 in Review

Cambiar Investors held its Welltower (WELL) position steady in Q2 2026 at 1,661 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #144.

Cambiar Investors first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.8M in Q1 2022. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cambiar Investors held 1,661 shares of Welltower worth $377K as of Q2 2026.
  • Cambiar Investors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.02% of Cambiar Investors's portfolio in Q2 2026, its #144 holding.
  • Cambiar Investors first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
  • Cambiar Investors's Welltower position peaked at $38.8M in Q1 2022.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.