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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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guggenheim Capital's WELL Position: Q1 2026 in Review

Guggenheim Capital increased its Welltower (WELL) stake by 8.7% in Q1 2026, buying an estimated $2.85M and bringing the position to 180,845 shares worth $35.8M. The position accounts for 0.28% of the portfolio, ranked #72.

Guggenheim Capital first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.2M in Q1 2015. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Guggenheim Capital held 180,845 shares of Welltower worth $35.8M as of Q1 2026.
  • Guggenheim Capital bought 14,430 Welltower shares in Q1 2026, an estimated $2.85M.
  • Welltower made up 0.28% of Guggenheim Capital's portfolio in Q1 2026, its #72 holding.
  • Guggenheim Capital first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Welltower position peaked at $74.2M in Q1 2015.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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