Courier Capital’s Welltower WELL Stock Holding History

Courier 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 Q3	$341K	Hold	1,479	–	–	0.02%	331
2026 Q2	$336K	Sell	1,479 -2	-0.1%	-$423	0.02%	333
2026 Q1	$293K	Sell	1,481 -6	-0.4%	-$1.19K	0.02%	333
2025 Q4	$276K	Hold	1,487	–	–	0.02%	335
2025 Q3	$265K	Hold	1,487	–	–	0.02%	345
2025 Q2	$229K	Sell	1,487 -8	-0.5%	-$1.2K	0.01%	359
2025 Q1	$229K	Buy	+1,495	New	+$213K	0.02%	348
2019 Q4	–	Sell	-2,658	Closed	-$243K	–	299
2019 Q3	$243K	Sell	2,658 -171	-6%	-$14.9K	0.03%	246
2019 Q2	$231K	Hold	2,829	–	–	0.03%	254
2019 Q1	$220K	Buy	+2,829	New	+$212K	0.03%	261
2015 Q2	–	Sell	-2,625	Closed	-$203K	–	301
2015 Q1	$203K	Buy	+2,625	New	+$207K	0.04%	268

Other funds holding WELL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Courier Capital's WELL Position: Q3 2026 in Review

Courier Capital held its Welltower (WELL) position steady in Q3 2026 at 1,479 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #331.

Courier Capital first reported a position in WELL in Q1 2015 and has held it in 11 quarters since. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Courier Capital held 1,479 shares of Welltower worth $341K as of Q3 2026.
Courier Capital left its Welltower share count unchanged in Q3 2026.
Welltower made up 0.02% of Courier Capital's portfolio in Q3 2026, its #331 holding.
Courier Capital first reported a position in Welltower in Q1 2015 and has held it in 11 quarters since.
1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.