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Capital Advisors Ltd’s Welltower WELL Stock Holding History

Capital Advisors Ltd’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 		$84K Buy
368
+11
+3% +$2.33K 0.01% 428
2026
Q1 		$71K Buy
357
+29
+9% +$5.73K 0.01% 440
2025
Q4 		$61K Buy
328
+34
+12% +$6.35K 0.01% 457
2025
Q3 		$52K Hold
294
– – 0.01% 462
2025
Q2 		$45K Hold
294
– – 0.01% 494
2025
Q1 		$45K Buy
294
+107
+57% +$15.2K 0.01% 479
2024
Q4 		$24K Buy
187
+3
+2% +$394 ﹤0.01% 594
2024
Q3 		$24K Hold
184
– – ﹤0.01% 584
2024
Q2 		$19K Buy
184
+27
+17% +$2.65K ﹤0.01% 606
2024
Q1 		$15K Buy
157
+9
+6% +$815 ﹤0.01% 647
2023
Q4 		$13K Hold
148
– – ﹤0.01% 658
2023
Q3 		$12K Sell
148
-1
-0.7% -$82 ﹤0.01% 655
2023
Q2 		$12K Buy
149
+144
+2,880% +$11.1K ﹤0.01% 670
2023
Q1 		$0 Buy
+5
New +$363 ﹤0.01% 1581
2022
Q3 		– Sell
-17
Closed -$1K – 1553
2022
Q2 		$1K Buy
17
+8
+89% +$712 ﹤0.01% 922
2022
Q1 		$1K Buy
9
+3
+50% +$261 ﹤0.01% 830
2021
Q4 		$1K Buy
+6
New +$500 ﹤0.01% 763
2017
Q4 		– Sell
-475
Closed -$33K – 408
2017
Q3 		$33K Hold
475
– – 0.01% 245
2017
Q2 		$36K Hold
475
– – 0.01% 242
2017
Q1 		$34K Hold
475
– – 0.01% 226
2016
Q4 		$32K Hold
475
– – 0.01% 223
2016
Q3 		$36K Hold
475
– – 0.02% 213
2016
Q2 		$36K Buy
+475
New +$33.7K 0.02% 211

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

Capital Advisors Ltd's WELL Position: Q2 2026 in Review

Capital Advisors Ltd increased its Welltower (WELL) stake by 3.1% in Q2 2026, buying an estimated $2.33K and bringing the position to 368 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #428.

Capital Advisors Ltd first reported a position in WELL in Q2 2016 and has held it in 23 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Capital Advisors Ltd held 368 shares of Welltower worth $84K as of Q2 2026.
  • Capital Advisors Ltd bought 11 Welltower shares in Q2 2026, an estimated $2.33K.
  • Welltower made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #428 holding.
  • Capital Advisors Ltd first reported a position in Welltower in Q2 2016 and has held it in 23 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.