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Capital Analysts LLC’s Welltower WELL Stock Holding History

Capital Analysts LLC’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 		$546K Sell
2,405
-56
-2% -$11.8K 0.01% 477
2026
Q1 		$487K Sell
2,461
-189
-7% -$37.4K 0.01% 458
2025
Q4 		$491K Sell
2,650
-106
-4% -$19.8K 0.01% 430
2025
Q3 		$491K Buy
2,756
+62
+2% +$10.2K 0.01% 424
2025
Q2 		$414K Sell
2,694
-51
-2% -$7.62K 0.01% 417
2025
Q1 		$420K Buy
2,745
+2
+0.1% +$285 0.02% 401
2024
Q4 		$346K Buy
2,743
+14
+0.5% +$1.84K 0.01% 390
2024
Q3 		$349K Buy
2,729
+1,540
+130% +$180K 0.01% 378
2024
Q2 		$124K Buy
1,189
+57
+5% +$5.59K 0.01% 533
2024
Q1 		$106K Buy
1,132
+2
+0.2% +$181 ﹤0.01% 536
2023
Q4 		$102K Sell
1,130
-64
-5% -$5.55K 0.01% 527
2023
Q3 		$98K Buy
1,194
+3
+0.3% +$247 0.01% 490
2023
Q2 		$96K Buy
1,191
+5
+0.4% +$385 0.01% 479
2023
Q1 		$85K Sell
1,186
-129
-10% -$9.36K ﹤0.01% 500
2022
Q4 		$86K Sell
1,315
-114
-8% -$7.33K 0.01% 529
2022
Q3 		$92K Sell
1,429
-143
-9% -$11.2K 0.01% 465
2022
Q2 		$130K Buy
1,572
+314
+25% +$27.9K 0.01% 396
2022
Q1 		$121K Sell
1,258
-305
-20% -$26.5K 0.01% 401
2021
Q4 		$134K Buy
1,563
+6
+0.4% +$500 0.01% 401
2021
Q3 		$128K Buy
1,557
+273
+21% +$23.5K 0.01% 406
2021
Q2 		$107K Sell
1,284
-15
-1% -$1.15K 0.01% 438
2021
Q1 		$93K Buy
1,299
+391
+43% +$26.3K 0.01% 476
2020
Q4 		$59K Sell
908
-106
-10% -$6.43K 0.01% 392
2020
Q3 		$56K Sell
1,014
-24
-2% -$1.32K 0.01% 387
2020
Q2 		$54K Buy
1,038
+9
+0.9% +$442 0.01% 368
2020
Q1 		$47K Sell
1,029
-16,498
-94% -$1.22M 0.01% 346
2019
Q4 		$1.43M Buy
17,527
+16,559
+1,711% +$1.42M 0.14% 142
2019
Q3 		$87K Sell
968
-10
-1% -$870 0.01% 303
2019
Q2 		$80K Buy
978
+8
+0.8% +$629 0.01% 303
2019
Q1 		$75K Buy
970
+8
+0.8% +$600 0.01% 292
2018
Q4 		$67K Buy
962
+9
+0.9% +$612 0.01% 276
2018
Q3 		$61K Buy
953
+9
+1% +$581 0.01% 298
2018
Q2 		$59K Buy
944
+11
+1% +$613 0.01% 310
2018
Q1 		$51K Sell
933
-144
-13% -$8.13K 0.01% 309
2017
Q4 		$69K Buy
1,077
+10
+0.9% +$671 0.01% 285
2017
Q3 		$75K Buy
1,067
+10
+0.9% +$727 0.01% 272
2017
Q2 		$79.2K Buy
1,057
+54
+5% +$3.95K 0.01% 267
2017
Q1 		$71K Sell
1,003
-80
-7% -$5.4K 0.01% 239
2016
Q4 		$73K Sell
1,083
-15
-1% -$994 0.01% 243
2016
Q3 		$82.2K Buy
1,098
+69
+7% +$5.28K 0.02% 224
2016
Q2 		$78.5K Buy
1,029
+9
+0.9% +$639 0.02% 226
2016
Q1 		$70.8K Buy
1,020
+12
+1% +$774 0.01% 241
2015
Q4 		$68.6K Buy
+1,008
New +$65.8K 0.01% 251
2015
Q3 		– Sell
-940
Closed -$61.7K – 390
2015
Q2 		$61.7K Buy
940
+7
+0.8% +$502 0.01% 260
2015
Q1 		$72.2K Buy
933
+197
+27% +$15.5K 0.02% 236
2014
Q4 		$55.7K Buy
736
+61
+9% +$4.36K 0.01% 244
2014
Q3 		$42.2K Buy
675
+137
+25% +$8.84K 0.01% 253
2014
Q2 		$33.7K Buy
538
+3
+0.6% +$189 0.01% 264
2014
Q1 		$31.9K Buy
535
+3
+0.6% +$171 0.01% 252
2013
Q4 		$28.5K Buy
532
+78
+17% +$4.64K 0.01% 246
2013
Q3 		$28.4K Sell
454
-56
-11% -$3.56K 0.01% 234
2013
Q2 		$34.2K Buy
+510
New +$36.2K 0.01% 211

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Capital Analysts LLC's WELL Position: Q2 2026 in Review

Capital Analysts LLC reduced its Welltower (WELL) stake by 2.3% in Q2 2026, selling an estimated $11.8K and leaving 2,405 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #477.

Capital Analysts LLC first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q4 2019. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Capital Analysts LLC held 2,405 shares of Welltower worth $546K as of Q2 2026.
  • Capital Analysts LLC sold 56 Welltower shares in Q2 2026, an estimated $11.8K.
  • Welltower made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #477 holding.
  • Capital Analysts LLC first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's Welltower position peaked at $1.43M in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.