Greenland Capital Management’s Welltower WELL Stock Holding History

Greenland 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	–	Sell	-50,354	Closed	-$9.35M	–	415
2025 Q4	$9.35M	Sell	50,354 -11,302	-18%	-$2.11M	0.99%	19
2025 Q3	$10.6M	Buy	61,656 +47,366	+331%	+$7.79M	1.06%	19
2025 Q2	$2.2M	Sell	14,290 -4,164	-23%	-$622K	0.23%	117
2025 Q1	$2.83M	Buy	+18,454	New	+$2.63M	0.34%	86
2024 Q4	–	Sell	-9,400	Closed	-$1.2M	–	475
2024 Q3	$1.2M	Sell	9,400 -11,000	-54%	-$1.28M	0.15%	145
2024 Q2	$2.13M	Buy	+20,400	New	+$2M	0.31%	77
2023 Q2	–	Sell	-7,705	Closed	-$552K	–	397
2023 Q1	$552K	Buy	+7,705	New	+$559K	0.06%	250

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

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

Greenland Capital Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 50,354 shares — an estimated $9.35M sold.

Greenland Capital Management first reported a position in WELL in Q1 2023 and held it in 7 quarters. The position peaked at $10.6M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Greenland Capital Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Greenland Capital Management sold 50,354 Welltower shares in Q1 2026, an estimated $9.35M.
Greenland Capital Management first reported a position in Welltower in Q1 2023 and held it in 7 quarters.
Greenland Capital Management's Welltower position peaked at $10.6M in Q3 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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