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Hollencrest Capital Management’s Welltower WELL Stock Holding History

Hollencrest 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
2025
Q2 		– Sell
-500
Closed -$76.6K – 1209
2025
Q1 		$76.6K Buy
+500
New +$71.2K ﹤0.01% 433

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

Hollencrest Capital Management's WELL Position: Q2 2026 in Review

Hollencrest Capital Management reduced its Welltower (WELL) stake by 62% in Q2 2026, selling an estimated $28.3K and leaving 81 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Hollencrest Capital Management first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.4K in Q1 2025. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hollencrest Capital Management held 81 shares of Welltower worth $18.4K as of Q2 2026.
  • Hollencrest Capital Management sold 134 Welltower shares in Q2 2026, an estimated $28.3K.
  • Welltower made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #742 holding.
  • Hollencrest Capital Management first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • Hollencrest Capital Management's Welltower position peaked at $43.4K in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.