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Cary Street Partners’s Welltower WELL Stock Holding History

Cary Street 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 		$199K Sell
875
-10
-1% -$2.11K ﹤0.01% 928
2026
Q1 		$175K Buy
885
+12
+1% +$2.37K ﹤0.01% 852
2025
Q4 		$162K Sell
873
-247
-22% -$46.1K ﹤0.01% 871
2025
Q3 		$200K Buy
1,120
+602
+116% +$99K 0.01% 793
2025
Q2 		$79.6K Buy
518
+7
+1% +$1.05K ﹤0.01% 847
2025
Q1 		$78.3K Sell
511
-828
-62% -$118K ﹤0.01% 816
2024
Q4 		$169K Buy
+1,339
New +$176K 0.01% 752

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

Cary Street Partners's WELL Position: Q2 2026 in Review

Cary Street Partners reduced its Welltower (WELL) stake by 1.1% in Q2 2026, selling an estimated $2.11K and leaving 875 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Cary Street Partners first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cary Street Partners held 875 shares of Welltower worth $199K as of Q2 2026.
  • Cary Street Partners sold 10 Welltower shares in Q2 2026, an estimated $2.11K.
  • Welltower made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #928 holding.
  • Cary Street Partners first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Welltower position peaked at $200K in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.