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WELL icon

Camelot Portfolios’s Welltower WELL Stock Holding History

Camelot Portfolios’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 		– Sell
-900
Closed -$167K – 555
2025
Q4 		$167K Buy
+900
New +$168K 0.1% 195
2024
Q3 		– Sell
-1,000
Closed -$104K – 574
2024
Q2 		$104K Buy
+1,000
New +$98K 0.06% 241
2020
Q1 		– Sell
-20,461
Closed -$1.67M – 254
2019
Q4 		$1.67M Buy
20,461
+14,366
+236% +$1.23M 0.7% 37
2019
Q3 		$552K Sell
6,095
-1,979
-25% -$172K 0.26% 95
2019
Q2 		$658K Sell
8,074
-87
-1% -$6.84K 0.27% 102
2019
Q1 		$633K Sell
8,161
-2,073
-20% -$156K 0.26% 110
2018
Q4 		$710K Buy
10,234
+536
+6% +$36.5K 0.33% 93
2018
Q3 		$624K Sell
9,698
-3,667
-27% -$237K 0.28% 98
2018
Q2 		$838K Buy
13,365
+1,173
+10% +$65.4K 0.36% 80
2018
Q1 		$664K Buy
+12,192
New +$688K 0.31% 91
2015
Q1 		– Sell
-23,311
Closed -$1.76M – 185
2014
Q4 		$1.76M Buy
23,311
+95
+0.4% +$6.78K 1.02% 26
2014
Q3 		$1.45M Sell
23,216
-345
-1% -$22.2K 0.84% 29
2014
Q2 		$1.48M Sell
23,561
-779
-3% -$49K 0.95% 28
2014
Q1 		$1.45M Buy
24,340
+4,940
+25% +$282K 0.98% 24
2013
Q4 		$1.04M Buy
19,400
+1,594
+9% +$94.8K 0.67% 42
2013
Q3 		$1.11M Buy
17,806
+795
+5% +$50.6K 0.81% 33
2013
Q2 		$1.14M Buy
+17,011
New +$1.21M 0.87% 31

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Camelot Portfolios's WELL Position: Q1 2026 in Review

Camelot Portfolios sold out of Welltower (WELL) in Q1 2026, closing a stake of 900 shares — an estimated $167K sold.

Camelot Portfolios first reported a position in WELL in Q2 2013 and held it in 17 quarters. The position peaked at $1.76M in Q4 2014. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Camelot Portfolios reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 900 Welltower shares in Q1 2026, an estimated $167K.
  • Camelot Portfolios first reported a position in Welltower in Q2 2013 and held it in 17 quarters.
  • Camelot Portfolios's Welltower position peaked at $1.76M in Q4 2014.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.