Capital Square’s Welltower WELL Stock Holding History

Capital Square’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 Q3	$559K	Sell	2,426 -1,934	-44%	-$457K	0.25%	100
2026 Q2	$1.01M	Sell	4,360 -178	-4%	-$37.6K	0.44%	62
2026 Q1	$947K	Sell	4,538 -1,037	-19%	-$205K	0.44%	63
2025 Q4	$1.03M	Sell	5,575 -3,213	-37%	-$600K	0.53%	54
2025 Q3	$1.57M	Buy	8,788 +686	+8%	+$113K	0.8%	37
2025 Q2	$1.26M	Buy	8,102 +556	+7%	+$83.1K	0.67%	45
2025 Q1	$1.16M	Buy	7,546 +951	+14%	+$136K	0.68%	40
2024 Q4	$902K	Buy	6,595 +1,959	+42%	+$257K	0.51%	63
2024 Q3	$594K	Buy	+4,636	New	+$541K	0.36%	84

Other funds holding WELL

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Capital Square's WELL Position: Q3 2026 in Review

Capital Square reduced its Welltower (WELL) stake by 44% in Q3 2026, selling an estimated $457K and leaving 2,426 shares worth $559K. The position accounts for 0.25% of the portfolio, ranked #100.

Capital Square first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q3 2025. 528 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Capital Square held 2,426 shares of Welltower worth $559K as of Q3 2026.
Capital Square sold 1,934 Welltower shares in Q3 2026, an estimated $457K.
Welltower made up 0.25% of Capital Square's portfolio in Q3 2026, its #100 holding.
Capital Square first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
Capital Square's Welltower position peaked at $1.57M in Q3 2025.
528 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.