Childress Capital Advisors’s Welltower WELL Stock Holding History

Childress 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
2026 Q1	$568K	Sell	2,873 -1,183	-29%	-$234K	0.1%	144
2025 Q4	$753K	Buy	4,056 +1,026	+34%	+$192K	0.12%	121
2025 Q3	$540K	Buy	3,030 +544	+22%	+$89.4K	0.1%	144
2025 Q2	$382K	Buy	2,486 +355	+17%	+$53.1K	0.1%	153
2025 Q1	$327K	Sell	2,131 -21	-1%	-$2.99K	0.09%	157
2024 Q4	$271K	Buy	2,152 +76	+4%	+$9.98K	0.08%	165
2024 Q3	$266K	Buy	2,076 +9	+0.4%	+$1.05K	0.07%	184
2024 Q2	$216K	Buy	+2,067	New	+$203K	0.06%	198
2021 Q1	–	Sell	-799	Closed	-$52K	–	943
2020 Q4	$52K	Buy	+799	New	+$48.5K	0.03%	219

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Childress Capital Advisors's WELL Position: Q1 2026 in Review

Childress Capital Advisors reduced its Welltower (WELL) stake by 29% in Q1 2026, selling an estimated $234K and leaving 2,873 shares worth $568K. The position accounts for 0.1% of the portfolio, ranked #144.

Childress Capital Advisors first reported a position in WELL in Q4 2020 and has held it in 9 quarters since. The position peaked at $753K in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Childress Capital Advisors held 2,873 shares of Welltower worth $568K as of Q1 2026.
Childress Capital Advisors sold 1,183 Welltower shares in Q1 2026, an estimated $234K.
Welltower made up 0.1% of Childress Capital Advisors's portfolio in Q1 2026, its #144 holding.
Childress Capital Advisors first reported a position in Welltower in Q4 2020 and has held it in 9 quarters since.
Childress Capital Advisors's Welltower position peaked at $753K in Q4 2025.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.