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Capital Investment Advisory Services’s Welltower WELL Stock Holding History

Capital Investment Advisory 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
Q1 		$319K Sell
1,611
-30
-2% -$5.93K 0.02% 497
2025
Q4 		$305K Buy
1,641
+135
+9% +$25.2K 0.02% 499
2025
Q3 		$268K Sell
1,506
-101
-6% -$16.6K 0.02% 499
2025
Q2 		$247K Buy
1,607
+2
+0.1% +$299 0.02% 501
2025
Q1 		$246K Buy
+1,605
New +$229K 0.02% 487
2024
Q4 		– Sell
-1,690
Closed -$216K – 1009
2024
Q3 		$216K Buy
+1,690
New +$197K 0.02% 481
2020
Q1 		– Sell
-6,888
Closed -$563K – 624
2019
Q4 		$563K Sell
6,888
-442
-6% -$37.8K 0.15% 149
2019
Q3 		$664K Sell
7,330
-100
-1% -$8.7K 0.19% 109
2019
Q2 		$617K Buy
7,430
+344
+5% +$27K 0.19% 114
2019
Q1 		$550K Sell
7,086
-172
-2% -$12.9K 0.2% 98
2018
Q4 		$504K Sell
7,258
-40
-0.5% -$2.72K 0.22% 93
2018
Q3 		$469K Buy
7,298
+69
+1% +$4.46K 0.22% 112
2018
Q2 		$453K Buy
7,229
+1,276
+21% +$71.1K 0.23% 114
2018
Q1 		$324K Buy
+5,953
New +$336K 0.18% 139

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 Investment Advisory Services's WELL Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Welltower (WELL) stake by 1.8% in Q1 2026, selling an estimated $5.93K and leaving 1,611 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #497.

Capital Investment Advisory Services first reported a position in WELL in Q1 2018 and has held it in 14 quarters since. The position peaked at $664K in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Capital Investment Advisory Services held 1,611 shares of Welltower worth $319K as of Q1 2026.
  • Capital Investment Advisory Services sold 30 Welltower shares in Q1 2026, an estimated $5.93K.
  • Welltower made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #497 holding.
  • Capital Investment Advisory Services first reported a position in Welltower in Q1 2018 and has held it in 14 quarters since.
  • Capital Investment Advisory Services's Welltower position peaked at $664K in Q3 2019.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.