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 Q2	$256K	Sell	1,126 -124	-10%	-$26.2K	﹤0.01%	490
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Capital Management Group's WELL Position: Q2 2026 in Review

Clark Capital Management Group reduced its Welltower (WELL) stake by 9.9% in Q2 2026, selling an estimated $26.2K and leaving 1,126 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Clark Capital Management Group first reported a position in WELL in Q2 2013 and has held it in 8 quarters since. The position peaked at $31.2M in Q3 2019. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Clark Capital Management Group held 1,126 shares of Welltower worth $256K as of Q2 2026.
Clark Capital Management Group sold 124 Welltower shares in Q2 2026, an estimated $26.2K.
Welltower made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #490 holding.
Clark Capital Management Group first reported a position in Welltower in Q2 2013 and has held it in 8 quarters since.
Clark Capital Management Group's Welltower position peaked at $31.2M in Q3 2019.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.