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Guggenheim Capital’s Welltower WELL Stock Holding History

Guggenheim 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
2013
Q3 		– Sell
-30,000
Closed -$2.01M – 3189
2013
Q2 		$2.01M Buy
+30,000
New +$2.13M 0.01% 1526

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 $3.38T AUM 44.17% 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

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. 1,600 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.
  • 1,600 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.