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Cambria Investment Management’s Welltower WELL Stock Holding History

Cambria Investment Management’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 		$915K Buy
4,031
+779
+24% +$165K 0.05% 364
2026
Q1 		$643K Sell
3,252
-614
-16% -$121K 0.04% 350
2025
Q4 		$718K Buy
3,866
+1
+0% +$187 0.04% 284
2025
Q3 		$689K Buy
3,865
+520
+16% +$85.5K 0.04% 284
2025
Q2 		$514K Buy
3,345
+416
+14% +$62.2K 0.03% 254
2025
Q1 		$449K Sell
2,929
-1,361
-32% -$194K 0.03% 218
2024
Q4 		$541K Buy
4,290
+924
+27% +$121K 0.03% 212
2024
Q3 		$431K Sell
3,366
-227
-6% -$26.5K 0.03% 241
2024
Q2 		$375K Buy
3,593
+342
+11% +$33.5K 0.02% 249
2024
Q1 		$304K Buy
3,251
+399
+14% +$36.1K 0.02% 257
2023
Q4 		$257K Buy
+2,852
New +$247K 0.02% 259

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

Cambria Investment Management's WELL Position: Q2 2026 in Review

Cambria Investment Management increased its Welltower (WELL) stake by 24% in Q2 2026, buying an estimated $165K and bringing the position to 4,031 shares worth $915K. The position accounts for 0.05% of the portfolio, ranked #364.

Cambria Investment Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cambria Investment Management held 4,031 shares of Welltower worth $915K as of Q2 2026.
  • Cambria Investment Management bought 779 Welltower shares in Q2 2026, an estimated $165K.
  • Welltower made up 0.05% of Cambria Investment Management's portfolio in Q2 2026, its #364 holding.
  • Cambria Investment Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.