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Fourpath Capital Management’s Welltower WELL Stock Holding History

Fourpath 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 		– Sell
-1,050
Closed -$208K – 245
2026
Q1 		$208K Buy
+1,050
New +$208K 0.03% 212
2024
Q4 		– Sell
-1,036
Closed -$133K – 752
2024
Q3 		$133K Buy
+1,036
New +$121K 0.02% 253

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

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

Fourpath Capital Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,050 shares — an estimated $208K sold.

Fourpath Capital Management first reported a position in WELL in Q3 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fourpath Capital Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Fourpath Capital Management sold 1,050 Welltower shares in Q2 2026, an estimated $208K.
  • Fourpath Capital Management first reported a position in Welltower in Q3 2024 and held it in 2 quarters.
  • Fourpath Capital Management's Welltower position peaked at $208K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.