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Catalyst Capital Advisors’s Welltower WELL Stock Holding History

Catalyst Capital Advisors’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
2016
Q3 		– Sell
-380
Closed -$173K – 534
2016
Q2 		$173K Buy
380
+330
+660% +$23.4K 0.03% 271
2016
Q1 		$73K Buy
+50
New +$3.22K 0.01% 310

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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. 415 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.
  • 415 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.