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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
Q3 		$789K Buy
3,427
+90
+3% +$21.3K 0.02% 437
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CoreCap Advisors's WELL Position: Q3 2026 in Review

CoreCap Advisors increased its Welltower (WELL) stake by 2.7% in Q3 2026, buying an estimated $21.3K and bringing the position to 3,427 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #437.

CoreCap Advisors first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • CoreCap Advisors held 3,427 shares of Welltower worth $789K as of Q3 2026.
  • CoreCap Advisors bought 90 Welltower shares in Q3 2026, an estimated $21.3K.
  • Welltower made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #437 holding.
  • CoreCap Advisors first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.