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Corda Investment Management’s Welltower WELL Stock Holding History

Corda Investment Management’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 		$52.5M Sell
265,721
-13,909
-5% -$2.75M 3.63% 4
2025
Q4 		$51.9M Sell
279,630
-7,133
-2% -$1.33M 3.78% 5
2025
Q3 		$51.1M Sell
286,763
-4,918
-2% -$808K 3.59% 6
2025
Q2 		$44.8M Sell
291,681
-8,260
-3% -$1.23M 3.3% 8
2025
Q1 		$46M Sell
299,941
-57,975
-16% -$8.26M 3.66% 6
2024
Q4 		$45.1M Sell
357,916
-10,472
-3% -$1.37M 3.6% 6
2024
Q3 		$47.2M Sell
368,388
-58,857
-14% -$6.87M 3.68% 5
2024
Q2 		$44.5M Sell
427,245
-13,168
-3% -$1.29M 3.62% 7
2024
Q1 		$41.2M Sell
440,413
-24,384
-5% -$2.21M 3.27% 9
2023
Q4 		$41.9M Sell
464,797
-41,310
-8% -$3.58M 3.52% 7
2023
Q3 		$41.5M Sell
506,107
-26,667
-5% -$2.19M 3.76% 5
2023
Q2 		$43.1M Sell
532,774
-52,003
-9% -$4.01M 3.37% 6
2023
Q1 		$41.9M Sell
584,777
-8,970
-2% -$651K 3.35% 5
2022
Q4 		$38.9M Buy
593,747
+60,867
+11% +$3.91M 3.17% 7
2022
Q3 		$34.3M Buy
532,880
+32,007
+6% +$2.5M 3.07% 9
2022
Q2 		$41.2M Sell
500,873
-8,958
-2% -$797K 3.5% 3
2022
Q1 		$49M Sell
509,831
-10,374
-2% -$901K 3.8% 2
2021
Q4 		$44.6M Sell
520,205
-5,356
-1% -$447K 3.51% 5
2021
Q3 		$43.3M Sell
525,561
-6,540
-1% -$562K 3.77% 2
2021
Q2 		$44.2M Sell
532,101
-7,859
-1% -$602K 3.8% 2
2021
Q1 		$38.7M Buy
539,960
+4,048
+0.8% +$272K 3.51% 3
2020
Q4 		$34.6M Buy
535,912
+3,409
+0.6% +$207K 3.48% 6
2020
Q3 		$29.3M Buy
532,503
+7,661
+1% +$421K 3.19% 8
2020
Q2 		$27.2M Buy
524,842
+4,422
+0.8% +$217K 3.12% 8
2020
Q1 		$23.8M Buy
520,420
+57,530
+12% +$4.24M 2.98% 8
2019
Q4 		$37.9M Sell
462,890
-7,766
-2% -$665K 4.06% 2
2019
Q3 		$42.7M Sell
470,656
-7,312
-2% -$636K 4.67% 2
2019
Q2 		$39M Sell
477,968
-13,258
-3% -$1.04M 4.23% 2
2019
Q1 		$38.1M Sell
491,226
-6,009
-1% -$451K 4.41% 2
2018
Q4 		$34.5M Sell
497,235
-1,995
-0.4% -$136K 4.24% 2
2018
Q3 		$32.1M Buy
499,230
+7,284
+1% +$470K 3.81% 2
2018
Q2 		$30.8M Buy
491,946
+24,319
+5% +$1.36M 3.82% 2
2018
Q1 		$25.5M Buy
467,627
+105,427
+29% +$5.95M 3.18% 10
2017
Q4 		$23.1M Buy
362,200
+78,135
+28% +$5.24M 2.77% 10
2017
Q3 		$20M Buy
284,065
+19,044
+7% +$1.38M 2.59% 19
2017
Q2 		$19.8M Sell
265,021
-975
-0.4% -$71.3K 2.82% 12
2017
Q1 		$18.8M Buy
265,996
+14,873
+6% +$1M 2.82% 11
2016
Q4 		$16.8M Buy
251,123
+28,365
+13% +$1.88M 2.6% 14
2016
Q3 		$16.9M Sell
222,758
-5,705
-2% -$437K 2.76% 14
2016
Q2 		$17.4M Sell
228,463
-2,024
-0.9% -$144K 2.78% 14
2016
Q1 		$16M Buy
230,487
+26,182
+13% +$1.69M 2.81% 15
2015
Q4 		$13.9M Buy
204,305
+28,415
+16% +$1.85M 2.61% 17
2015
Q3 		$11.9M Sell
175,890
-11,242
-6% -$751K 2.31% 19
2015
Q2 		$12.3M Sell
187,132
-6,877
-4% -$493K 2.29% 19
2015
Q1 		$15M Sell
194,009
-3,834
-2% -$302K 2.77% 15
2014
Q4 		$15M Sell
197,843
-3,730
-2% -$266K 2.83% 14
2014
Q3 		$12.6M Buy
201,573
+15
+0% +$967 2.6% 19
2014
Q2 		$12.6M Buy
201,558
+5,794
+3% +$365K 2.63% 14
2014
Q1 		$11.7M Buy
195,764
+28,165
+17% +$1.61M 2.87% 15
2013
Q4 		$8.98M Buy
167,599
+51,510
+44% +$3.06M 2.16% 15
2013
Q3 		$7.24M Sell
116,089
-152
-0.1% -$9.67K 1.97% 23
2013
Q2 		$7.79M Buy
+116,241
New +$8.26M 2.65% 17

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Corda Investment Management's WELL Position: Q1 2026 in Review

Corda Investment Management reduced its Welltower (WELL) stake by 5% in Q1 2026, selling an estimated $2.75M and leaving 265,721 shares worth $52.5M. The position accounts for 3.63% of the portfolio, ranked #4.

Corda Investment Management first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Corda Investment Management held 265,721 shares of Welltower worth $52.5M as of Q1 2026.
  • Corda Investment Management sold 13,909 Welltower shares in Q1 2026, an estimated $2.75M.
  • Welltower made up 3.63% of Corda Investment Management's portfolio in Q1 2026, its #4 holding.
  • Corda Investment Management first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.