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Capital International’s Welltower WELL Stock Holding History

Capital International’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
Q1 		$5.72M Buy
28,943
+10,034
+53% +$1.98M 0.21% 103
2025
Q4 		$3.51M Buy
+18,909
New +$3.53M 0.12% 125

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International's WELL Position: Q1 2026 in Review

Capital International increased its Welltower (WELL) stake by 53% in Q1 2026, buying an estimated $1.98M and bringing the position to 28,943 shares worth $5.72M. The position accounts for 0.21% of the portfolio, ranked #103.

Capital International first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Capital International held 28,943 shares of Welltower worth $5.72M as of Q1 2026.
  • Capital International bought 10,034 Welltower shares in Q1 2026, an estimated $1.98M.
  • Welltower made up 0.21% of Capital International's portfolio in Q1 2026, its #103 holding.
  • Capital International first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Capital International's 13F filing for Q1 2026, filed 13 May 2026.