FJ Capital Management’s Welltower WELL Stock Holding History

FJ 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 Q1	$3.81M	Sell	19,277 -1,698	-8%	-$336K	0.43%	49
2025 Q4	$3.89M	Sell	20,975 -7,870	-27%	-$1.47M	0.43%	47
2025 Q3	$5.14M	Buy	28,845 +391	+1%	+$64.3K	0.55%	46
2025 Q2	$4.37M	Buy	28,454 +7,045	+33%	+$1.05M	0.46%	42
2025 Q1	$3.28M	Buy	21,409 +2,068	+11%	+$295K	0.34%	62
2024 Q4	$2.44M	Sell	19,341 -1,301	-6%	-$171K	0.28%	66
2024 Q3	$2.64M	Sell	20,642 -1,466	-7%	-$171K	0.28%	57
2024 Q2	$2.3M	Buy	22,108 +2,162	+11%	+$212K	0.24%	55
2024 Q1	$1.86M	Buy	19,946 +2,193	+12%	+$199K	0.19%	67
2023 Q4	$1.6M	Buy	17,753 +9,913	+126%	+$860K	0.16%	77
2023 Q3	$642K	Buy	+7,840	New	+$645K	0.07%	99
2023 Q2	–	Sell	-5,592	Closed	-$401K	–	123
2023 Q1	$401K	Buy	5,592 +1,433	+34%	+$104K	0.05%	95
2022 Q4	$273K	Buy	+4,159	New	+$267K	0.03%	87

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

FJ Capital Management's WELL Position: Q1 2026 in Review

FJ Capital Management reduced its Welltower (WELL) stake by 8.1% in Q1 2026, selling an estimated $336K and leaving 19,277 shares worth $3.81M. The position accounts for 0.43% of the portfolio, ranked #49.

FJ Capital Management first reported a position in WELL in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.14M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

FJ Capital Management held 19,277 shares of Welltower worth $3.81M as of Q1 2026.
FJ Capital Management sold 1,698 Welltower shares in Q1 2026, an estimated $336K.
Welltower made up 0.43% of FJ Capital Management's portfolio in Q1 2026, its #49 holding.
FJ Capital Management first reported a position in Welltower in Q4 2022 and has held it in 13 quarters since.
FJ Capital Management's Welltower position peaked at $5.14M in Q3 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.