Clark Capital Management Group’s Welltower WELL Stock Holding History

Clark Capital Management Group’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	$247K	Buy	1,250 +115	+10%	+$22.7K	﹤0.01%	471
2025 Q4	$211K	Buy	+1,135	New	+$212K	﹤0.01%	485
2020 Q1	–	Sell	-366,279	Closed	-$30M	–	337
2019 Q4	$30M	Buy	366,279 +21,842	+6%	+$1.87M	0.63%	53
2019 Q3	$31.2M	Sell	344,437 -37,356	-10%	-$3.25M	0.71%	45
2019 Q2	$31.1M	Buy	381,793 +152,951	+67%	+$12M	0.66%	48
2019 Q1	$17.8M	Buy	+228,842	New	+$17.2M	0.42%	102
2013 Q3	–	Sell	-3,064	Closed	-$205K	–	378
2013 Q2	$205K	Buy	+3,064	New	+$218K	0.02%	312

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

Clark Capital Management Group's WELL Position: Q1 2026 in Review

Clark Capital Management Group increased its Welltower (WELL) stake by 10% in Q1 2026, buying an estimated $22.7K and bringing the position to 1,250 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Clark Capital Management Group first reported a position in WELL in Q2 2013 and has held it in 7 quarters since. The position peaked at $31.2M in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Clark Capital Management Group held 1,250 shares of Welltower worth $247K as of Q1 2026.
Clark Capital Management Group bought 115 Welltower shares in Q1 2026, an estimated $22.7K.
Welltower made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #471 holding.
Clark Capital Management Group first reported a position in Welltower in Q2 2013 and has held it in 7 quarters since.
Clark Capital Management Group's Welltower position peaked at $31.2M in Q3 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.