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Capstone Wealth Management Group (Pennsylvania)’s Welltower WELL Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$287K Buy
1,450
+5
+0.3% +$988 0.12% 79
2025
Q4 		$268K Buy
1,445
+6
+0.4% +$1.12K 0.11% 69
2025
Q3 		$256K Buy
1,439
+96
+7% +$15.8K 0.11% 65
2025
Q2 		$206K Buy
+1,343
New +$201K 0.2% 53

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

Capstone Wealth Management Group (Pennsylvania)'s WELL Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Welltower (WELL) stake by 0.35% in Q1 2026, buying an estimated $988 and bringing the position to 1,450 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #79.

Capstone Wealth Management Group (Pennsylvania) first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,450 shares of Welltower worth $287K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 5 Welltower shares in Q1 2026, an estimated $988.
  • Welltower made up 0.12% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #79 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.