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Driehaus Capital Management’s Welltower WELL Stock Holding History

Driehaus 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 		$848K Hold
3,734
– – ﹤0.01% 330
2026
Q1 		$738K Buy
3,734
+1,212
+48% +$240K 0.01% 325
2025
Q4 		$468K Sell
2,522
-1,559
-38% -$291K ﹤0.01% 379
2025
Q3 		$727K Buy
+4,081
New +$671K 0.01% 391
2019
Q1 		– Sell
-83,681
Closed -$5.81M – 495
2018
Q4 		$5.81M Sell
83,681
-3,746
-4% -$255K 0.25% 114
2018
Q3 		$5.62M Buy
87,427
+14,137
+19% +$913K 0.17% 175
2018
Q2 		$4.59M Buy
73,290
+28,363
+63% +$1.58M 0.16% 181
2018
Q1 		$2.44M Buy
+44,927
New +$2.54M 0.09% 232
2017
Q4 		– Sell
-72,114
Closed -$5.07M – 611
2017
Q3 		$5.07M Buy
72,114
+14,410
+25% +$1.05M 0.2% 141
2017
Q2 		$4.32M Buy
57,704
+24,300
+73% +$1.78M 0.16% 151
2017
Q1 		$2.37M Sell
33,404
-11,446
-26% -$772K 0.08% 239
2016
Q4 		$3M Buy
+44,850
New +$2.97M 0.11% 211
2016
Q3 		– Sell
-35,748
Closed -$2.72M – 612
2016
Q2 		$2.72M Buy
+35,748
New +$2.54M 0.1% 218
2016
Q1 		– Sell
-40,600
Closed -$2.76M – 650
2015
Q4 		$2.76M Buy
+40,600
New +$2.65M 0.09% 240
2015
Q3 		– Sell
-32,561
Closed -$2.14M – 623
2015
Q2 		$2.14M Sell
32,561
-24,659
-43% -$1.77M 0.07% 328
2015
Q1 		$4.43M Buy
57,220
+33,820
+145% +$2.66M 0.15% 166
2014
Q4 		$1.77M Buy
+23,400
New +$1.67M 0.07% 331
2013
Q4 		– Sell
-59,609
Closed -$3.72M – 531
2013
Q3 		$3.72M Buy
+59,609
New +$3.79M 0.14% 206

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

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

Driehaus Capital Management held its Welltower (WELL) position steady in Q2 2026 at 3,734 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Driehaus Capital Management first reported a position in WELL in Q3 2013 and has held it in 18 quarters since. The position peaked at $5.81M in Q4 2018. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Driehaus Capital Management held 3,734 shares of Welltower worth $848K as of Q2 2026.
  • Driehaus Capital Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Driehaus Capital Management's portfolio in Q2 2026, its #330 holding.
  • Driehaus Capital Management first reported a position in Welltower in Q3 2013 and has held it in 18 quarters since.
  • Driehaus Capital Management's Welltower position peaked at $5.81M in Q4 2018.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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