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Capula Management’s Welltower WELL Stock Holding History

Capula Management’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 		$109K Buy
+549
New +$108K ﹤0.01% 880
2024
Q2 		– Sell
-5,627
Closed -$526K – 680
2024
Q1 		$526K Buy
+5,627
New +$509K 0.01% 201
2021
Q4 		– Sell
-2,900
Closed -$239K – 797
2021
Q3 		$239K Buy
+2,900
New +$249K ﹤0.01% 760

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

Capula Management's WELL Position: Q1 2026 in Review

Capula Management opened a new position in Welltower (WELL) in Q1 2026: 549 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Capula Management previously reported a position in WELL as recently as Q1 2024.

Capula Management first reported a position in WELL in Q3 2021 and has held it in 3 quarters since. The position peaked at $526K in Q1 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Capula Management held 549 shares of Welltower worth $109K as of Q1 2026.
  • Welltower was a new Capula Management position in Q1 2026.
  • Welltower made up ﹤0.01% of Capula Management's portfolio in Q1 2026, its #880 holding.
  • Capula Management first reported a position in Welltower in Q3 2021 and has held it in 3 quarters since.
  • Capula Management's Welltower position peaked at $526K in Q1 2024.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.