Capital International Inc’s Welltower WELL Stock Holding History

Capital International Inc’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	$214M	Buy	944,190 +121,440	+15%	+$25.7M	1.5%	16
2026 Q1	$163M	Buy	822,750 +78,473	+11%	+$15.5M	1.25%	17
2025 Q4	$138M	Buy	744,277 +60,176	+9%	+$11.2M	1.09%	22
2025 Q3	$122M	Buy	684,101 +156,007	+30%	+$25.6M	0.97%	25
2025 Q2	$81.2M	Buy	528,094 +124,288	+31%	+$18.6M	0.79%	32
2025 Q1	$61.9M	Sell	403,806 -17,862	-4%	-$2.55M	0.75%	33
2024 Q4	$53.1M	Buy	421,668 +65,931	+19%	+$8.65M	0.63%	43
2024 Q3	$45.5M	Buy	355,737 +2,614	+0.7%	+$305K	0.57%	50
2024 Q2	$36.8M	Buy	353,123 +50,302	+17%	+$4.93M	0.49%	54
2024 Q1	$28.3M	Buy	302,821 +18,760	+7%	+$1.7M	0.38%	79
2023 Q4	$25.6M	Buy	284,061 +28,493	+11%	+$2.47M	0.4%	74
2023 Q3	$20.9M	Buy	255,568 +38,841	+18%	+$3.19M	0.4%	77
2023 Q2	$17.5M	Buy	216,727 +185,164	+587%	+$14.3M	0.32%	94
2023 Q1	$2.26M	Buy	+31,563	New	+$2.29M	0.05%	217

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 International Inc's WELL Position: Q2 2026 in Review

Capital International Inc increased its Welltower (WELL) stake by 15% in Q2 2026, buying an estimated $25.7M and bringing the position to 944,190 shares worth $214M. The position accounts for 1.5% of the portfolio, ranked #16.

Capital International Inc first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital International Inc held 944,190 shares of Welltower worth $214M as of Q2 2026.
Capital International Inc bought 121,440 Welltower shares in Q2 2026, an estimated $25.7M.
Welltower made up 1.5% of Capital International Inc's portfolio in Q2 2026, its #16 holding.
Capital International Inc first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital International Inc's 13F filing for Q2 2026, filed 12 Aug 2026.