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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
Q2 		$4.33M Sell
19,095
-182
-0.9% -$38.5K 0.56% 32
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
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

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

FJ Capital Management reduced its Welltower (WELL) stake by 0.94% in Q2 2026, selling an estimated $38.5K and leaving 19,095 shares worth $4.33M. The position accounts for 0.56% of the portfolio, ranked #32.

FJ Capital Management first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.14M in Q3 2025. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • FJ Capital Management held 19,095 shares of Welltower worth $4.33M as of Q2 2026.
  • FJ Capital Management sold 182 Welltower shares in Q2 2026, an estimated $38.5K.
  • Welltower made up 0.56% of FJ Capital Management's portfolio in Q2 2026, its #32 holding.
  • FJ Capital Management first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • FJ Capital Management's Welltower position peaked at $5.14M in Q3 2025.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on FJ Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.