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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
Q2 		$510K Sell
2,245
-628
-22% -$133K 0.08% 171
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
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

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

Childress Capital Advisors reduced its Welltower (WELL) stake by 22% in Q2 2026, selling an estimated $133K and leaving 2,245 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #171.

Childress Capital Advisors first reported a position in WELL in Q4 2020 and has held it in 10 quarters since. The position peaked at $753K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Childress Capital Advisors held 2,245 shares of Welltower worth $510K as of Q2 2026.
  • Childress Capital Advisors sold 628 Welltower shares in Q2 2026, an estimated $133K.
  • Welltower made up 0.08% of Childress Capital Advisors's portfolio in Q2 2026, its #171 holding.
  • Childress Capital Advisors first reported a position in Welltower in Q4 2020 and has held it in 10 quarters since.
  • Childress Capital Advisors's Welltower position peaked at $753K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.