Campbell & Co Investment Adviser’s Welltower WELL Stock Holding History

Campbell & Co Investment Adviser’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	$247K	Buy	+1,248	New	+$247K	0.01%	919
2025 Q4	–	Sell	-1,570	Closed	-$280K	–	1447
2025 Q3	$280K	Sell	1,570 -966	-38%	-$159K	0.02%	927
2025 Q2	$390K	Sell	2,536 -3,019	-54%	-$451K	0.02%	874
2025 Q1	$851K	Sell	5,555 -2,632	-32%	-$375K	0.07%	488
2024 Q4	$1.03M	Sell	8,187 -14,217	-63%	-$1.87M	0.08%	381
2024 Q3	$2.87M	Buy	22,404 +122	+0.5%	+$14.2K	0.21%	104
2024 Q2	$2.32M	Buy	+22,282	New	+$2.18M	0.2%	128
2020 Q1	–	Sell	-3,458	Closed	-$283K	–	525
2019 Q4	$283K	Buy	+3,458	New	+$296K	0.09%	440
2019 Q2	–	Sell	-5,475	Closed	-$425K	–	724
2019 Q1	$425K	Buy	+5,475	New	+$411K	0.21%	166
2017 Q3	–	Sell	-2,825	Closed	-$211K	–	468
2017 Q2	$211K	Buy	+2,825	New	+$207K	0.2%	246

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Campbell & Co Investment Adviser's WELL Position: Q1 2026 in Review

Campbell & Co Investment Adviser opened a new position in Welltower (WELL) in Q1 2026: 1,248 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in WELL as recently as Q3 2025.

Campbell & Co Investment Adviser first reported a position in WELL in Q2 2017 and has held it in 10 quarters since. The position peaked at $2.87M in Q3 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Campbell & Co Investment Adviser held 1,248 shares of Welltower worth $247K as of Q1 2026.
Welltower was a new Campbell & Co Investment Adviser position in Q1 2026.
Welltower made up 0.01% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #919 holding.
Campbell & Co Investment Adviser first reported a position in Welltower in Q2 2017 and has held it in 10 quarters since.
Campbell & Co Investment Adviser's Welltower position peaked at $2.87M in Q3 2024.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.