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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
Q2 		– Sell
-549
Closed -$109K – 1147
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capula Management's WELL Position: Q2 2026 in Review

Capula Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 549 shares — an estimated $109K sold.

Capula Management first reported a position in WELL in Q3 2021 and held it in 3 quarters. The position peaked at $526K in Q1 2024. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Capula Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Capula Management sold 549 Welltower shares in Q2 2026, an estimated $109K.
  • Capula Management first reported a position in Welltower in Q3 2021 and held it in 3 quarters.
  • Capula Management's Welltower position peaked at $526K in Q1 2024.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.