Capital Group Investment Management’s Welltower WELL Stock Holding History

Capital Group 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	$7.94M	Buy	34,976 +12,159	+53%	+$2.57M	1.2%	24
2026 Q1	$4.51M	Buy	22,817 +9,430	+70%	+$1.86M	0.77%	40
2025 Q4	$2.48M	Buy	+13,387	New	+$2.5M	0.4%	65
2024 Q2	–	Sell	-10,629	Closed	-$993K	–	181
2024 Q1	$993K	Sell	10,629 -46,492	-81%	-$4.21M	0.18%	136
2023 Q4	$5.15M	Sell	57,121 -80,600	-59%	-$6.99M	0.54%	68
2023 Q3	$11.3M	Sell	137,721 -28,979	-17%	-$2.38M	0.73%	54
2023 Q2	$13.5M	Buy	+166,700	New	+$12.8M	0.67%	66

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Group Investment Management's WELL Position: Q2 2026 in Review

Capital Group Investment Management increased its Welltower (WELL) stake by 53% in Q2 2026, buying an estimated $2.57M and bringing the position to 34,976 shares worth $7.94M. The position accounts for 1.2% of the portfolio, ranked #24.

Capital Group Investment Management first reported a position in WELL in Q2 2023 and has held it in 7 quarters since. The position peaked at $13.5M in Q2 2023. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital Group Investment Management held 34,976 shares of Welltower worth $7.94M as of Q2 2026.
Capital Group Investment Management bought 12,159 Welltower shares in Q2 2026, an estimated $2.57M.
Welltower made up 1.2% of Capital Group Investment Management's portfolio in Q2 2026, its #24 holding.
Capital Group Investment Management first reported a position in Welltower in Q2 2023 and has held it in 7 quarters since.
Capital Group Investment Management's Welltower position peaked at $13.5M in Q2 2023.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.