Catalyst Capital Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$106K Sell
468
-7
-1% -$1.48K ﹤0.01% 236
2026
Q1
$93.9K Sell
475
-30
-6% -$5.93K ﹤0.01% 246
2025
Q4
$93.7K Sell
505
-364
-42% -$68K ﹤0.01% 278
2025
Q3
$155K Sell
869
-491
-36% -$80.7K ﹤0.01% 250
2025
Q2
$209K Buy
1,360
+833
+158% +$124K ﹤0.01% 243
2025
Q1
$80.7K Buy
+527
New +$75.1K ﹤0.01% 321
2016
Q3
Sell
-7,200
Closed -$548K 535
2016
Q2
$548K Buy
+7,200
New +$511K 0.1% 179
2015
Q2
Sell
-600
Closed -$46K 564
2015
Q1
$46K Buy
600
+300
+100% +$23.6K 0.01% 332
2014
Q4
$23K Buy
300
+268
+838% +$19.1K ﹤0.01% 374
2014
Q3
$2K Buy
+32
New +$2.06K ﹤0.01% 406

Other funds holding WELL

Catalyst Capital Advisors's WELL Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its Welltower (WELL) stake by 1.5% in Q2 2026, selling an estimated $1.48K and leaving 468 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Catalyst Capital Advisors first reported a position in WELL in Q3 2014 and has held it in 10 quarters since. The position peaked at $548K in Q2 2016. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Catalyst Capital Advisors held 468 shares of Welltower worth $106K as of Q2 2026.
  • Catalyst Capital Advisors sold 7 Welltower shares in Q2 2026, an estimated $1.48K.
  • Welltower made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #236 holding.
  • Catalyst Capital Advisors first reported a position in Welltower in Q3 2014 and has held it in 10 quarters since.
  • Catalyst Capital Advisors's Welltower position peaked at $548K in Q2 2016.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.