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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
Q3 		$4.83K Buy
21
+2
+11% +$473 ﹤0.01% 314
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Davis Capital Management's WELL Position: Q3 2026 in Review

Davis Capital Management increased its Welltower (WELL) stake by 11% in Q3 2026, buying an estimated $473 and bringing the position to 21 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Davis Capital Management first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Davis Capital Management held 21 shares of Welltower worth $4.83K as of Q3 2026.
  • Davis Capital Management bought 2 Welltower shares in Q3 2026, an estimated $473.
  • Welltower made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #314 holding.
  • Davis Capital Management first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.