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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elequin Capital's WELL Position: Q1 2026 in Review

Elequin Capital increased its Welltower (WELL) stake by 44% in Q1 2026, buying an estimated $42.7K and bringing the position to 702 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #118.

Elequin Capital first reported a position in WELL in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2023. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Elequin Capital held 702 shares of Welltower worth $139K as of Q1 2026.
Elequin Capital bought 216 Welltower shares in Q1 2026, an estimated $42.7K.
Welltower made up 0.01% of Elequin Capital's portfolio in Q1 2026, its #118 holding.
Elequin Capital first reported a position in Welltower in Q2 2023 and has held it in 8 quarters since.
Elequin Capital's Welltower position peaked at $1.13M in Q3 2023.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.