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Gillson Capital’s Welltower WELL Stock Holding History

Gillson 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
Q2 		$57.5M Buy
253,512
+115,514
+84% +$24.4M 3.39% 7
2026
Q1 		$27.3M Buy
+137,998
New +$27.3M 2.24% 16
2025
Q3 		– Sell
-250,955
Closed -$38.6M – 101
2025
Q2 		$38.6M Buy
250,955
+94,654
+61% +$14.1M 2.95% 6
2025
Q1 		$23.9M Buy
156,301
+109,286
+232% +$15.6M 2.04% 18
2024
Q4 		$5.92M Buy
+47,015
New +$6.17M 0.53% 54
2024
Q2 		– Sell
-88,500
Closed -$8.27M – 74
2024
Q1 		$8.27M Buy
+88,500
New +$8.01M 0.79% 43
2022
Q2 		– Sell
-73,500
Closed -$7.07M – 244
2022
Q1 		$7.07M Buy
+73,500
New +$6.38M 0.56% 58

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

Gillson Capital's WELL Position: Q2 2026 in Review

Gillson Capital increased its Welltower (WELL) stake by 84% in Q2 2026, buying an estimated $24.4M and bringing the position to 253,512 shares worth $57.5M. The position accounts for 3.39% of the portfolio, ranked #7.

Gillson Capital first reported a position in WELL in Q1 2022 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Gillson Capital held 253,512 shares of Welltower worth $57.5M as of Q2 2026.
  • Gillson Capital bought 115,514 Welltower shares in Q2 2026, an estimated $24.4M.
  • Welltower made up 3.39% of Gillson Capital's portfolio in Q2 2026, its #7 holding.
  • Gillson Capital first reported a position in Welltower in Q1 2022 and has held it in 7 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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