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Davis Capital Management’s Welltower WELL Stock Holding History

Davis Capital Management’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 		$4.31K Buy
19
+13
+217% +$2.75K ﹤0.01% 328
2026
Q1 		$1.19K Hold
6
– – ﹤0.01% 321
2025
Q4 		$1.11K Hold
6
– – ﹤0.01% 326
2025
Q3 		$1.07K Buy
+6
New +$986 ﹤0.01% 333

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

Davis Capital Management's WELL Position: Q2 2026 in Review

Davis Capital Management increased its Welltower (WELL) stake by 217% in Q2 2026, buying an estimated $2.75K and bringing the position to 19 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Davis Capital Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Davis Capital Management held 19 shares of Welltower worth $4.31K as of Q2 2026.
  • Davis Capital Management bought 13 Welltower shares in Q2 2026, an estimated $2.75K.
  • Welltower made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #328 holding.
  • Davis Capital Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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