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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cullinan Associates's WELL Position: Q1 2026 in Review

Cullinan Associates reduced its Welltower (WELL) stake by 77% in Q1 2026, selling an estimated $1.54M and leaving 2,275 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #163.

Cullinan Associates first reported a position in WELL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q3 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Cullinan Associates held 2,275 shares of Welltower worth $450K as of Q1 2026.
Cullinan Associates sold 7,800 Welltower shares in Q1 2026, an estimated $1.54M.
Welltower made up 0.04% of Cullinan Associates's portfolio in Q1 2026, its #163 holding.
Cullinan Associates first reported a position in Welltower in Q1 2024 and has held it in 9 quarters since.
Cullinan Associates's Welltower position peaked at $1.98M in Q3 2024.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.