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Cullinan Associates’s Welltower WELL Stock Holding History

Cullinan Associates’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 		$1.06M Buy
4,585
+2,520
+122% +$596K 0.08% 120
2026
Q2 		$469K Sell
2,065
-210
-9% -$44.4K 0.04% 158
2026
Q1 		$450K Sell
2,275
-7,800
-77% -$1.54M 0.04% 163
2025
Q4 		$1.87M Sell
10,075
-640
-6% -$120K 0.13% 104
2025
Q3 		$1.91M Buy
10,715
+1,500
+16% +$247K 0.12% 107
2025
Q2 		$1.42M Buy
9,215
+750
+9% +$112K 0.09% 116
2025
Q1 		$1.3M Sell
8,465
-5,052
-37% -$720K 0.09% 119
2024
Q4 		$1.7M Sell
13,517
-1,638
-11% -$215K 0.11% 116
2024
Q3 		$1.98M Sell
15,155
-2,035
-12% -$237K 0.11% 115
2024
Q2 		$1.79M Buy
17,190
+11,380
+196% +$1.12M 0.1% 118
2024
Q1 		$543K Buy
+5,810
New +$526K 0.03% 182

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cullinan Associates's WELL Position: Q3 2026 in Review

Cullinan Associates increased its Welltower (WELL) stake by 122% in Q3 2026, buying an estimated $596K and bringing the position to 4,585 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #120.

Cullinan Associates first reported a position in WELL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.98M in Q3 2024. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Cullinan Associates held 4,585 shares of Welltower worth $1.06M as of Q3 2026.
  • Cullinan Associates bought 2,520 Welltower shares in Q3 2026, an estimated $596K.
  • Welltower made up 0.08% of Cullinan Associates's portfolio in Q3 2026, its #120 holding.
  • Cullinan Associates first reported a position in Welltower in Q1 2024 and has held it in 11 quarters since.
  • Cullinan Associates's Welltower position peaked at $1.98M in Q3 2024.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.