Capital Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.35M | Buy |
16,953
+175
| +1% | +$34.6K | 0.05% | 174 |
|
|
2025
Q4 | $3.11M | Sell |
16,778
-47
| -0.3% | -$8.78K | 0.05% | 184 |
|
|
2025
Q3 | $3M | Sell |
16,825
-353
| -2% | -$58K | 0.05% | 182 |
|
|
2025
Q2 | $2.64M | Sell |
17,178
-66
| -0.4% | -$9.86K | 0.05% | 193 |
|
|
2025
Q1 | $2.64M | Sell |
17,244
-84
| -0.5% | -$12K | 0.05% | 184 |
|
|
2024
Q4 | $2.18M | Sell |
17,328
-1,547
| -8% | -$203K | 0.04% | 201 |
|
|
2024
Q3 | $2.42M | Sell |
18,875
-316
| -2% | -$36.9K | 0.05% | 191 |
|
|
2024
Q2 | $2M | Sell |
19,191
-731
| -4% | -$71.6K | 0.05% | 193 |
|
|
2024
Q1 | $1.86M | Buy |
19,922
+362
| +2% | +$32.8K | 0.04% | 200 |
|
|
2023
Q4 | $1.76M | Buy |
19,560
+84
| +0.4% | +$7.29K | 0.04% | 202 |
|
|
2023
Q3 | $1.6M | Sell |
19,476
-289
| -1% | -$23.8K | 0.04% | 208 |
|
|
2023
Q2 | $1.6M | Sell |
19,765
-2,885
| -13% | -$222K | 0.05% | 187 |
|
|
2023
Q1 | $1.62M | Sell |
22,650
-503
| -2% | -$36.5K | 0.05% | 189 |
|
|
2022
Q4 | $1.52M | Buy |
23,153
+125
| +0.5% | +$8.04K | 0.05% | 202 |
|
|
2022
Q3 | $1.48M | Sell |
23,028
-577
| -2% | -$45.1K | 0.05% | 202 |
|
|
2022
Q2 | $1.94M | Sell |
23,605
-227
| -1% | -$20.2K | 0.06% | 179 |
|
|
2022
Q1 | $2.29M | Sell |
23,832
-2,157
| -8% | -$187K | 0.07% | 177 |
|
|
2021
Q4 | $2.23M | Sell |
25,989
-885
| -3% | -$73.8K | 0.07% | 183 |
|
|
2021
Q3 | $2.21M | Sell |
26,874
-304
| -1% | -$26.1K | 0.07% | 179 |
|
|
2021
Q2 | $2.26M | Sell |
27,178
-92
| -0.3% | -$7.04K | 0.08% | 174 |
|
|
2021
Q1 | $1.95M | Sell |
27,270
-276
| -1% | -$18.5K | 0.07% | 179 |
|
|
2020
Q4 | $1.78M | Sell |
27,546
-409
| -1% | -$24.8K | 0.07% | 173 |
|
|
2020
Q3 | $1.54M | Sell |
27,955
-1,428
| -5% | -$78.4K | 0.07% | 174 |
|
|
2020
Q2 | $1.52M | Sell |
29,383
-1,520
| -5% | -$74.7K | 0.08% | 165 |
|
|
2020
Q1 | $1.42M | Sell |
30,903
-2,181
| -7% | -$161K | 0.09% | 158 |
|
|
2019
Q4 | $2.71M | Sell |
33,084
-113
| -0.3% | -$9.68K | 0.13% | 128 |
|
|
2019
Q3 | $3.01M | Sell |
33,197
-1,195
| -3% | -$104K | 0.16% | 121 |
|
|
2019
Q2 | $2.8M | Sell |
34,392
-55
| -0.2% | -$4.32K | 0.15% | 120 |
|
|
2019
Q1 | $2.67M | Sell |
34,447
-2,340
| -6% | -$176K | 0.16% | 123 |
|
|
2018
Q4 | $2.55M | Sell |
36,787
-17,562
| -32% | -$1.19M | 0.17% | 113 |
|
|
2018
Q3 | $3.5M | Sell |
54,349
-1,994
| -4% | -$129K | 0.21% | 96 |
|
|
2018
Q2 | $3.53M | Buy |
56,343
+1,232
| +2% | +$68.7K | 0.22% | 93 |
|
|
2018
Q1 | $3M | Sell |
55,111
-10,669
| -16% | -$602K | 0.2% | 105 |
|
|
2017
Q4 | $4.2M | Buy |
65,780
+1,418
| +2% | +$95.2K | 0.27% | 81 |
|
|
2017
Q3 | $4.52M | Sell |
64,362
-10
| -0% | -$727 | 0.31% | 74 |
|
|
2017
Q2 | $4.82M | Buy |
64,372
+5,409
| +9% | +$395K | 0.35% | 72 |
|
|
2017
Q1 | $4.18M | Buy |
58,963
+8,365
| +17% | +$564K | 0.32% | 71 |
|
|
2016
Q4 | $3.39M | Buy |
50,598
+4,191
| +9% | +$278K | 0.29% | 75 |
|
|
2016
Q3 | $3.47M | Buy |
46,407
+7,108
| +18% | +$544K | 0.31% | 75 |
|
|
2016
Q2 | $2.99M | Sell |
39,299
-730
| -2% | -$51.8K | 0.28% | 81 |
|
|
2016
Q1 | $2.78M | Sell |
40,029
-62
| -0.2% | -$4K | 0.27% | 78 |
|
|
2015
Q4 | $2.73M | Buy |
40,091
+1,406
| +4% | +$91.8K | 0.28% | 80 |
|
|
2015
Q3 | $2.62M | Buy |
38,685
+4,533
| +13% | +$303K | 0.29% | 76 |
|
|
2015
Q2 | $2.24M | Buy |
34,152
+178
| +0.5% | +$12.8K | 0.24% | 93 |
|
|
2015
Q1 | $2.63M | Sell |
33,974
-134
| -0.4% | -$10.5K | 0.28% | 84 |
|
|
2014
Q4 | $2.58M | Sell |
34,108
-1,263
| -4% | -$90.2K | 0.29% | 80 |
|
|
2014
Q3 | $2.21M | Sell |
35,371
-1,382
| -4% | -$89.1K | 0.25% | 93 |
|
|
2014
Q2 | $2.3M | Sell |
36,753
-330
| -0.9% | -$20.8K | 0.26% | 94 |
|
|
2014
Q1 | $2.21M | Buy |
37,083
+182
| +0.5% | +$10.4K | 0.28% | 92 |
|
|
2013
Q4 | $1.98M | Buy |
+36,901
| New | +$2.19M | 0.26% | 94 |
|
Other funds holding WELL
VCM
VPM
Capital Investment Advisors's WELL Position: Q1 2026 in Review
Capital Investment Advisors increased its Welltower (WELL) stake by 1% in Q1 2026, buying an estimated $34.6K and bringing the position to 16,953 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #174.
Capital Investment Advisors first reported a position in WELL in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.82M in Q2 2017. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Capital Investment Advisors held 16,953 shares of Welltower worth $3.35M as of Q1 2026.
- Capital Investment Advisors bought 175 Welltower shares in Q1 2026, an estimated $34.6K.
- Welltower made up 0.05% of Capital Investment Advisors's portfolio in Q1 2026, its #174 holding.
- Capital Investment Advisors first reported a position in Welltower in Q4 2013 and has held it in 50 quarters since.
- Capital Investment Advisors's Welltower position peaked at $4.82M in Q2 2017.
- 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.