Capital Group Private Client Services’s Welltower WELL Stock Holding History

Capital Group Private Client Services’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	$20.2M	Sell	88,936 -7,073	-7%	-$1.5M	0.28%	39
2026 Q1	$19M	Sell	96,009 -10,245	-10%	-$2.02M	0.32%	41
2025 Q4	$19.7M	Sell	106,254 -422	-0.4%	-$78.8K	0.31%	49
2025 Q3	$19M	Sell	106,676 -264,351	-71%	-$43.5M	0.32%	45
2025 Q2	$57M	Buy	371,027 +1,784	+0.5%	+$267K	0.49%	49
2025 Q1	$56.6M	Buy	369,243 +66,484	+22%	+$9.47M	0.55%	50
2024 Q4	$38.2M	Buy	302,759 +131,072	+76%	+$17.2M	0.35%	72
2024 Q3	$22M	Buy	171,687 +97,944	+133%	+$11.4M	0.21%	111
2024 Q2	$7.69M	Buy	73,743 +32,224	+78%	+$3.16M	0.08%	156
2024 Q1	$3.88M	Buy	41,519 +7,585	+22%	+$687K	0.04%	176
2023 Q4	$3.06M	Sell	33,934 -1,377	-4%	-$119K	0.03%	179
2023 Q3	$2.89M	Sell	35,311 -854	-2%	-$70.2K	0.04%	168
2023 Q2	$2.93M	Buy	+36,165	New	+$2.79M	0.03%	166

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 Private Client Services's WELL Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Welltower (WELL) stake by 7.4% in Q2 2026, selling an estimated $1.5M and leaving 88,936 shares worth $20.2M. The position accounts for 0.28% of the portfolio, ranked #39.

Capital Group Private Client Services first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. The position peaked at $57M in Q2 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital Group Private Client Services held 88,936 shares of Welltower worth $20.2M as of Q2 2026.
Capital Group Private Client Services sold 7,073 Welltower shares in Q2 2026, an estimated $1.5M.
Welltower made up 0.28% of Capital Group Private Client Services's portfolio in Q2 2026, its #39 holding.
Capital Group Private Client Services first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
Capital Group Private Client Services's Welltower position peaked at $57M in Q2 2025.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.