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 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Courier Capital's WELL Position: Q2 2026 in Review

Courier Capital reduced its Welltower (WELL) stake by 0.14% in Q2 2026, selling an estimated $423 and leaving 1,479 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #333.

Courier Capital first reported a position in WELL in Q1 2015 and has held it in 10 quarters since. 649 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Courier Capital held 1,479 shares of Welltower worth $336K as of Q2 2026.
Courier Capital sold 2 Welltower shares in Q2 2026, an estimated $423.
Welltower made up 0.02% of Courier Capital's portfolio in Q2 2026, its #333 holding.
Courier Capital first reported a position in Welltower in Q1 2015 and has held it in 10 quarters since.
649 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.