Chicago Capital’s Welltower WELL Stock Holding History

Chicago Capital’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 Q3	$218K	Hold	949	–	–	0.01%	352
2026 Q2	$215K	Buy	+949	New	+$201K	0.01%	350

Other funds holding WELL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Chicago Capital's WELL Position: Q3 2026 in Review

Chicago Capital held its Welltower (WELL) position steady in Q3 2026 at 949 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #352.

Chicago Capital first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 972 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Chicago Capital held 949 shares of Welltower worth $218K as of Q3 2026.
Chicago Capital left its Welltower share count unchanged in Q3 2026.
Welltower made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #352 holding.
Chicago Capital first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
972 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.