Guggenheim Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.3M | Buy |
190,768
+9,923
| +5% | +$2.1M | 0.27% | 64 |
|
|
2026
Q1 | $35.8M | Buy |
180,845
+14,430
| +9% | +$2.85M | 0.28% | 72 |
|
|
2025
Q4 | $30.9M | Buy |
166,415
+7,626
| +5% | +$1.42M | 0.22% | 94 |
|
|
2025
Q3 | $28.3M | Buy |
158,789
+27,673
| +21% | +$4.55M | 0.21% | 97 |
|
|
2025
Q2 | $20.2M | Buy |
131,116
+24,516
| +23% | +$3.66M | 0.16% | 116 |
|
|
2025
Q1 | $16.3M | Buy |
106,600
+44,293
| +71% | +$6.31M | 0.15% | 135 |
|
|
2024
Q4 | $7.85M | Sell |
62,307
-120,691
| -66% | -$15.8M | 0.06% | 317 |
|
|
2024
Q3 | $23.4M | Buy |
182,998
+53,704
| +42% | +$6.27M | 0.16% | 119 |
|
|
2024
Q2 | $13.5M | Sell |
129,294
-12,265
| -9% | -$1.2M | 0.1% | 224 |
|
|
2024
Q1 | $13.2M | Sell |
141,559
-14,392
| -9% | -$1.3M | 0.09% | 228 |
|
|
2023
Q4 | $14.1M | Buy |
155,951
+2,221
| +1% | +$193K | 0.11% | 201 |
|
|
2023
Q3 | $12.6M | Sell |
153,730
-9,908
| -6% | -$815K | 0.11% | 207 |
|
|
2023
Q2 | $13.2M | Sell |
163,638
-493
| -0.3% | -$38K | 0.1% | 208 |
|
|
2023
Q1 | $11.8M | Sell |
164,131
-10,346
| -6% | -$750K | 0.1% | 238 |
|
|
2022
Q4 | $11.4M | Sell |
174,477
-8,443
| -5% | -$543K | 0.1% | 250 |
|
|
2022
Q3 | $11.8M | Buy |
182,920
+2,379
| +1% | +$186K | 0.11% | 225 |
|
|
2022
Q2 | $14.9M | Sell |
180,541
-30,388
| -14% | -$2.7M | 0.12% | 208 |
|
|
2022
Q1 | $20.3M | Sell |
210,929
-21,825
| -9% | -$1.9M | 0.12% | 184 |
|
|
2021
Q4 | $20M | Buy |
232,754
+15,549
| +7% | +$1.3M | 0.1% | 212 |
|
|
2021
Q3 | $17.9M | Sell |
217,205
-130,530
| -38% | -$11.2M | 0.11% | 206 |
|
|
2021
Q2 | $28.9M | Sell |
347,735
-11,641
| -3% | -$891K | 0.17% | 111 |
|
|
2021
Q1 | $25.7M | Buy |
359,376
+32,793
| +10% | +$2.2M | 0.17% | 116 |
|
|
2020
Q4 | $21.1M | Buy |
326,583
+82,535
| +34% | +$5.01M | 0.13% | 131 |
|
|
2020
Q3 | $13.4M | Buy |
244,048
+45,343
| +23% | +$2.49M | 0.1% | 195 |
|
|
2020
Q2 | $10.3M | Sell |
198,705
-38,198
| -16% | -$1.88M | 0.08% | 264 |
|
|
2020
Q1 | $10.8M | Buy |
236,903
+30,481
| +15% | +$2.25M | 0.11% | 189 |
|
|
2019
Q4 | $16.9M | Sell |
206,422
-55,029
| -21% | -$4.71M | 0.13% | 177 |
|
|
2019
Q3 | $23.7M | Sell |
261,451
-4,153
| -2% | -$361K | 0.19% | 108 |
|
|
2019
Q2 | $21.7M | Buy |
265,604
+41,165
| +18% | +$3.24M | 0.18% | 117 |
|
|
2019
Q1 | $17.4M | Sell |
224,439
-57,583
| -20% | -$4.32M | 0.14% | 137 |
|
|
2018
Q4 | $19.6M | Sell |
282,022
-39,657
| -12% | -$2.7M | 0.17% | 106 |
|
|
2018
Q3 | $20.7M | Buy |
321,679
+41,627
| +15% | +$2.69M | 0.13% | 135 |
|
|
2018
Q2 | $17.6M | Sell |
280,052
-579,146
| -67% | -$32.3M | 0.12% | 166 |
|
|
2018
Q1 | $46.8M | Buy |
859,198
+100,689
| +13% | +$5.68M | 0.11% | 361 |
|
|
2017
Q4 | $48.4M | Sell |
758,509
-171,226
| -18% | -$11.5M | 0.11% | 355 |
|
|
2017
Q3 | $65.3M | Buy |
929,735
+92,539
| +11% | +$6.73M | 0.15% | 147 |
|
|
2017
Q2 | $62.7M | Sell |
837,196
-14,142
| -2% | -$1.03M | 0.17% | 161 |
|
|
2017
Q1 | $60.3M | Buy |
851,338
+19,330
| +2% | +$1.3M | 0.16% | 166 |
|
|
2016
Q4 | $55.7M | Buy |
832,008
+331,326
| +66% | +$21.9M | 0.16% | 163 |
|
|
2016
Q3 | $37.4M | Sell |
500,682
-46,625
| -9% | -$3.57M | 0.12% | 316 |
|
|
2016
Q2 | $41.7M | Buy |
547,307
+27,059
| +5% | +$1.92M | 0.13% | 245 |
|
|
2016
Q1 | $36.1M | Sell |
520,248
-65,985
| -11% | -$4.25M | 0.11% | 292 |
|
|
2015
Q4 | $39.9M | Sell |
586,233
-256,665
| -30% | -$16.8M | 0.12% | 285 |
|
|
2015
Q3 | $57.1M | Sell |
842,898
-87,614
| -9% | -$5.85M | 0.18% | 107 |
|
|
2015
Q2 | $61.1M | Sell |
930,512
-28,255
| -3% | -$2.03M | 0.15% | 141 |
|
|
2015
Q1 | $74.2M | Buy |
958,767
+86,533
| +10% | +$6.81M | 0.18% | 102 |
|
|
2014
Q4 | $66M | Buy |
872,234
+247,321
| +40% | +$17.7M | 0.17% | 121 |
|
|
2014
Q3 | $39M | Buy |
624,913
+103,210
| +20% | +$6.66M | 0.09% | 331 |
|
|
2014
Q2 | $32.7M | Sell |
521,703
-54,264
| -9% | -$3.41M | 0.08% | 427 |
|
|
2014
Q1 | $34.3M | Buy |
575,967
+77,726
| +16% | +$4.44M | 0.1% | 309 |
|
|
2013
Q4 | $26.7M | Sell |
498,241
-47,497
| -9% | -$2.82M | 0.08% | 401 |
|
|
2013
Q3 | $34M | Sell |
545,738
-19,602
| -3% | -$1.25M | 0.12% | 187 |
|
|
2013
Q2 | $37.9M | Buy |
+565,340
| New | +$40.2M | 0.16% | 99 |
|
Other funds holding WELL
Guggenheim Capital's WELL Position: Q2 2026 in Review
Guggenheim Capital increased its Welltower (WELL) stake by 5.5% in Q2 2026, buying an estimated $2.1M and bringing the position to 190,768 shares worth $43.3M. The position accounts for 0.27% of the portfolio, ranked #64.
Guggenheim Capital first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $74.2M in Q1 2015. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Guggenheim Capital held 190,768 shares of Welltower worth $43.3M as of Q2 2026.
- Guggenheim Capital bought 9,923 Welltower shares in Q2 2026, an estimated $2.1M.
- Welltower made up 0.27% of Guggenheim Capital's portfolio in Q2 2026, its #64 holding.
- Guggenheim Capital first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's Welltower position peaked at $74.2M in Q1 2015.
- 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.