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CoreCap Advisors’s Welltower WELL Stock Holding History

CoreCap 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 		$757K Sell
3,337
-266
-7% -$56.2K 0.02% 446
2026
Q1 		$712K Sell
3,603
-12
-0.3% -$2.37K 0.02% 442
2025
Q4 		$671K Buy
3,615
+214
+6% +$40K 0.02% 455
2025
Q3 		$606K Buy
3,401
+12
+0.4% +$1.97K 0.02% 488
2025
Q2 		$521K Sell
3,389
-66
-2% -$9.86K 0.02% 503
2025
Q1 		$529K Buy
3,455
+342
+11% +$48.7K 0.02% 469
2024
Q4 		$392K Sell
3,113
-113
-4% -$14.8K 0.02% 522
2024
Q3 		$413K Sell
3,226
-174
-5% -$20.3K 0.02% 507
2024
Q2 		$354K Buy
3,400
+31
+0.9% +$3.04K 0.04% 280
2024
Q1 		$315K Buy
3,369
+479
+17% +$43.4K 0.02% 522
2023
Q4 		$261K Hold
2,890
– – 0.02% 498
2023
Q3 		$237K Sell
2,890
-200
-6% -$16.4K 0.02% 468
2023
Q2 		$250K Buy
+3,090
New +$238K 0.02% 486
2022
Q4 		$189K Buy
+2,879
New +$185K 0.01% 550
2022
Q3 		– Sell
-2,579
Closed -$212K – 2097
2022
Q2 		$212K Hold
2,579
– – 0.02% 501
2022
Q1 		$248K Hold
2,579
– – 0.02% 453
2021
Q4 		$221K Buy
+2,579
New +$215K 0.01% 513

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

CoreCap Advisors's WELL Position: Q2 2026 in Review

CoreCap Advisors reduced its Welltower (WELL) stake by 7.4% in Q2 2026, selling an estimated $56.2K and leaving 3,337 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #446.

CoreCap Advisors first reported a position in WELL in Q4 2021 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • CoreCap Advisors held 3,337 shares of Welltower worth $757K as of Q2 2026.
  • CoreCap Advisors sold 266 Welltower shares in Q2 2026, an estimated $56.2K.
  • Welltower made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #446 holding.
  • CoreCap Advisors first reported a position in Welltower in Q4 2021 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.