Carmel Capital Partners’s Welltower WELL Stock Holding History

Carmel Capital Partners’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	$233K	Sell	1,025 -6	-0.6%	-$1.27K	0.08%	118
2026 Q1	$204K	Buy	+1,031	New	+$204K	0.07%	117
2025 Q3	–	Sell	-2,612	Closed	-$402K	–	159
2025 Q2	$402K	Sell	2,612 -1,855	-42%	-$277K	0.14%	100
2025 Q1	$684K	Sell	4,467 -73	-2%	-$10.4K	0.27%	76
2024 Q4	$572K	Buy	4,540 +60	+1%	+$7.88K	0.23%	75
2024 Q3	$574K	Buy	4,480 +118	+3%	+$13.8K	0.22%	77
2024 Q2	$455K	Buy	4,362 +70	+2%	+$6.86K	0.19%	78
2024 Q1	$401K	Buy	4,292 +414	+11%	+$37.5K	0.17%	86
2023 Q4	$350K	Buy	3,878 +533	+16%	+$46.2K	0.18%	95
2023 Q3	$274K	Buy	3,345 +1,465	+78%	+$120K	0.12%	115
2023 Q2	$152K	Buy	1,880 +136	+8%	+$10.5K	0.08%	137
2023 Q1	$125K	Buy	+1,744	New	+$127K	0.07%	169

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

Carmel Capital Partners's WELL Position: Q2 2026 in Review

Carmel Capital Partners reduced its Welltower (WELL) stake by 0.58% in Q2 2026, selling an estimated $1.27K and leaving 1,025 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #118.

Carmel Capital Partners first reported a position in WELL in Q1 2023 and has held it in 12 quarters since. The position peaked at $684K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Carmel Capital Partners held 1,025 shares of Welltower worth $233K as of Q2 2026.
Carmel Capital Partners sold 6 Welltower shares in Q2 2026, an estimated $1.27K.
Welltower made up 0.08% of Carmel Capital Partners's portfolio in Q2 2026, its #118 holding.
Carmel Capital Partners first reported a position in Welltower in Q1 2023 and has held it in 12 quarters since.
Carmel Capital Partners's Welltower position peaked at $684K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.