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	-900	Closed	-$178K	–	1148
2026 Q1	$178K	Hold	900	–	–	﹤0.01%	776
2025 Q4	$167K	Buy	+900	New	+$168K	﹤0.01%	629

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.