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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cullinan Associates's WELL Position: Q2 2026 in Review

Cullinan Associates reduced its Welltower (WELL) stake by 9.2% in Q2 2026, selling an estimated $44.4K and leaving 2,065 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #158.

Cullinan Associates first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.98M in Q3 2024. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cullinan Associates held 2,065 shares of Welltower worth $469K as of Q2 2026.
  • Cullinan Associates sold 210 Welltower shares in Q2 2026, an estimated $44.4K.
  • Welltower made up 0.04% of Cullinan Associates's portfolio in Q2 2026, its #158 holding.
  • Cullinan Associates first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • Cullinan Associates's Welltower position peaked at $1.98M in Q3 2024.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.