Commons Capital’s Welltower WELL Stock Holding History

Commons 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 Q2	$444K	Buy	1,957 +4	+0.2%	+$846	0.31%	58
2026 Q1	$386K	Buy	1,953 +3	+0.2%	+$593	0.32%	55
2025 Q4	$362K	Buy	1,950 +4	+0.2%	+$747	0.24%	77
2025 Q3	$347K	Buy	1,946 +4	+0.2%	+$657	0.23%	78
2025 Q2	$299K	Buy	1,942 +3	+0.2%	+$448	0.23%	80
2025 Q1	$297K	Buy	1,939 +4	+0.2%	+$570	0.27%	63
2024 Q4	$244K	Sell	1,935 -69	-3%	-$9.06K	0.22%	83
2024 Q3	$257K	Buy	2,004 +5	+0.3%	+$583	0.28%	50
2024 Q2	$208K	Buy	+1,999	New	+$196K	0.25%	54
2022 Q3	–	Sell	-2,912	Closed	-$240K	–	96
2022 Q2	$240K	Buy	2,912 +13	+0.4%	+$1.16K	0.36%	74
2022 Q1	$279K	Buy	2,899 +14	+0.5%	+$1.22K	0.3%	72
2021 Q4	$247K	Buy	+2,885	New	+$241K	0.24%	89

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

Commons Capital's WELL Position: Q2 2026 in Review

Commons Capital increased its Welltower (WELL) stake by 0.2% in Q2 2026, buying an estimated $846 and bringing the position to 1,957 shares worth $444K. The position accounts for 0.31% of the portfolio, ranked #58.

Commons Capital first reported a position in WELL in Q4 2021 and has held it in 12 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Commons Capital held 1,957 shares of Welltower worth $444K as of Q2 2026.
Commons Capital bought 4 Welltower shares in Q2 2026, an estimated $846.
Welltower made up 0.31% of Commons Capital's portfolio in Q2 2026, its #58 holding.
Commons Capital first reported a position in Welltower in Q4 2021 and has held it in 12 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Commons Capital's 13F filing for Q2 2026, filed 30 Jul 2026.