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Fairscale Capital’s Welltower WELL Stock Holding History

Fairscale 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 		$286K Hold
1,448
– – 0.2% 75
2025
Q4 		$269K Hold
1,448
– – 0.18% 78
2025
Q3 		$258K Hold
1,448
– – 0.18% 80
2025
Q2 		$239K Hold
1,448
– – 0.17% 81
2025
Q1 		$222K Hold
1,448
– – 0.2% 76
2024
Q4 		$182K Sell
1,448
-55
-4% -$7.22K 0.16% 79
2024
Q3 		$192K Hold
1,503
– – 0.17% 77
2024
Q2 		$159K Buy
+1,503
New +$147K 0.14% 87

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fairscale Capital's WELL Position: Q1 2026 in Review

Fairscale Capital held its Welltower (WELL) position steady in Q1 2026 at 1,448 shares worth $286K. The position accounts for 0.2% of the portfolio, ranked #75.

Fairscale Capital first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Fairscale Capital held 1,448 shares of Welltower worth $286K as of Q1 2026.
  • Fairscale Capital left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.2% of Fairscale Capital's portfolio in Q1 2026, its #75 holding.
  • Fairscale Capital first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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