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Family Capital Trust’s Welltower WELL Stock Holding History

Family Capital Trust’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 		$221K Sell
974
-1,368
-58% -$289K 0.07% 58
2026
Q1 		$463K Buy
2,342
+1,411
+152% +$279K 0.17% 49
2025
Q4 		$173K Buy
931
+11
+1% +$2.06K 0.06% 51
2025
Q3 		$164K Buy
+920
New +$151K 0.05% 58

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Family Capital Trust's WELL Position: Q2 2026 in Review

Family Capital Trust reduced its Welltower (WELL) stake by 58% in Q2 2026, selling an estimated $289K and leaving 974 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #58.

Family Capital Trust first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $463K in Q1 2026. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Family Capital Trust held 974 shares of Welltower worth $221K as of Q2 2026.
  • Family Capital Trust sold 1,368 Welltower shares in Q2 2026, an estimated $289K.
  • Welltower made up 0.07% of Family Capital Trust's portfolio in Q2 2026, its #58 holding.
  • Family Capital Trust first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Family Capital Trust's Welltower position peaked at $463K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.