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Evergreen Capital Management’s Welltower WELL Stock Holding History

Evergreen 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 		$1.85M Sell
8,160
-77
-0.9% -$16.3K 0.03% 353
2026
Q1 		$1.63M Buy
8,237
+1,717
+26% +$339K 0.04% 363
2025
Q4 		$1.21M Buy
6,520
+2,114
+48% +$395K 0.03% 414
2025
Q3 		$785K Buy
4,406
+583
+15% +$95.8K 0.02% 469
2025
Q2 		$588K Buy
3,823
+222
+6% +$33.2K 0.02% 496
2025
Q1 		$552K Buy
3,601
+140
+4% +$19.9K 0.02% 469
2024
Q4 		$436K Buy
3,461
+205
+6% +$26.9K 0.01% 561
2024
Q3 		$417K Buy
3,256
+18
+0.6% +$2.1K 0.01% 576
2024
Q2 		$338K Buy
3,238
+598
+23% +$58.6K 0.01% 618
2024
Q1 		$247K Buy
2,640
+20
+0.8% +$1.81K 0.01% 713
2023
Q4 		$236K Sell
2,620
-87
-3% -$7.55K 0.01% 698
2023
Q3 		$222K Buy
2,707
+219
+9% +$18K 0.01% 669
2023
Q2 		$201K Sell
2,488
-821
-25% -$63.3K 0.01% 732
2023
Q1 		$237K Buy
+3,309
New +$240K 0.01% 601

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

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

Evergreen Capital Management reduced its Welltower (WELL) stake by 0.93% in Q2 2026, selling an estimated $16.3K and leaving 8,160 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #353.

Evergreen Capital Management first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Evergreen Capital Management held 8,160 shares of Welltower worth $1.85M as of Q2 2026.
  • Evergreen Capital Management sold 77 Welltower shares in Q2 2026, an estimated $16.3K.
  • Welltower made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #353 holding.
  • Evergreen Capital Management first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.