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Elequin Capital’s Welltower WELL Stock Holding History

Elequin 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 		– Sell
-702
Closed -$139K – 910
2026
Q1 		$139K Buy
702
+216
+44% +$42.7K 0.01% 118
2025
Q4 		$90.2K Buy
+486
New +$90.8K 0.01% 124
2025
Q1 		– Sell
-408
Closed -$51.4K – 657
2024
Q4 		$51.4K Sell
408
-11
-3% -$1.44K ﹤0.01% 160
2024
Q3 		$53.6K Buy
419
+245
+141% +$28.6K 0.01% 45
2024
Q2 		$18.1K Sell
174
-43
-20% -$4.21K ﹤0.01% 90
2024
Q1 		$20.3K Buy
+217
New +$19.6K ﹤0.01% 51
2023
Q4 		– Sell
-13,803
Closed -$1.13M – 496
2023
Q3 		$1.13M Buy
13,803
+8,551
+163% +$703K 0.22% 27
2023
Q2 		$425K Buy
+5,252
New +$405K 0.22% 54

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

Elequin Capital's WELL Position: Q2 2026 in Review

Elequin Capital sold out of Welltower (WELL) in Q2 2026, closing a stake of 702 shares — an estimated $139K sold.

Elequin Capital first reported a position in WELL in Q2 2023 and held it in 8 quarters. The position peaked at $1.13M in Q3 2023. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Elequin Capital reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Elequin Capital sold 702 Welltower shares in Q2 2026, an estimated $139K.
  • Elequin Capital first reported a position in Welltower in Q2 2023 and held it in 8 quarters.
  • Elequin Capital's Welltower position peaked at $1.13M in Q3 2023.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.