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Curi RMB Capital’s Welltower WELL Stock Holding History

Curi RMB 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 		$243K Sell
1,072
-13
-1% -$2.75K ﹤0.01% 819
2026
Q1 		$214K Buy
+1,085
New +$214K ﹤0.01% 814
2017
Q4 		– Sell
-6,386
Closed -$449K – 961
2017
Q3 		$449K Sell
6,386
-255
-4% -$18.5K 0.01% 540
2017
Q2 		$497K Sell
6,641
-540
-8% -$39.5K 0.01% 536
2017
Q1 		$509K Buy
+7,181
New +$484K 0.02% 370

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

Curi RMB Capital's WELL Position: Q2 2026 in Review

Curi RMB Capital reduced its Welltower (WELL) stake by 1.2% in Q2 2026, selling an estimated $2.75K and leaving 1,072 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Curi RMB Capital first reported a position in WELL in Q1 2017 and has held it in 5 quarters since. The position peaked at $509K in Q1 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Curi RMB Capital held 1,072 shares of Welltower worth $243K as of Q2 2026.
  • Curi RMB Capital sold 13 Welltower shares in Q2 2026, an estimated $2.75K.
  • Welltower made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #819 holding.
  • Curi RMB Capital first reported a position in Welltower in Q1 2017 and has held it in 5 quarters since.
  • Curi RMB Capital's Welltower position peaked at $509K in Q1 2017.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.