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Capital International Sarl’s Welltower WELL Stock Holding History

Capital International Sarl’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 		$78M Buy
343,613
+104,444
+44% +$22.1M 1.1% 24
2026
Q1 		$47.3M Buy
239,169
+88,495
+59% +$17.5M 0.77% 39
2025
Q4 		$28M Buy
150,674
+101,947
+209% +$19M 0.45% 58
2025
Q3 		$8.68M Buy
48,727
+11,795
+32% +$1.94M 0.15% 120
2025
Q2 		$5.68M Buy
36,932
+1,615
+5% +$241K 0.11% 135
2025
Q1 		$5.41M Buy
35,317
+12,563
+55% +$1.79M 0.12% 129
2024
Q4 		$2.87M Buy
22,754
+9,404
+70% +$1.23M 0.07% 157
2024
Q3 		$1.71M Buy
13,350
+2,893
+28% +$338K 0.04% 184
2024
Q2 		$1.09M Buy
+10,457
New +$1.02M 0.03% 207

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 International Sarl's WELL Position: Q2 2026 in Review

Capital International Sarl increased its Welltower (WELL) stake by 44% in Q2 2026, buying an estimated $22.1M and bringing the position to 343,613 shares worth $78M. The position accounts for 1.1% of the portfolio, ranked #24.

Capital International Sarl first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Capital International Sarl held 343,613 shares of Welltower worth $78M as of Q2 2026.
  • Capital International Sarl bought 104,444 Welltower shares in Q2 2026, an estimated $22.1M.
  • Welltower made up 1.1% of Capital International Sarl's portfolio in Q2 2026, its #24 holding.
  • Capital International Sarl first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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