IC
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IEQ Capital’s Welltower WELL Stock Holding History

IEQ 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
2026
Q2 		$1.48M Sell
6,504
-3,019
-32% -$638K 0.01% 945
2026
Q1 		$1.88M Buy
9,523
+8,435
+775% +$1.67M 0.01% 790
2025
Q4 		$202K Sell
1,088
-46,661
-98% -$8.72M ﹤0.01% 1690
2025
Q3 		$8.51M Buy
47,749
+27,399
+135% +$4.5M 0.03% 369
2025
Q2 		$3.13M Sell
20,350
-5,291
-21% -$791K 0.02% 545
2025
Q1 		$3.93M Buy
25,641
+2,252
+10% +$321K 0.03% 398
2024
Q4 		$2.95M Buy
23,389
+804
+4% +$106K 0.03% 400
2024
Q3 		$2.89M Buy
22,585
+2,032
+10% +$237K 0.04% 295
2024
Q2 		$2.14M Buy
20,553
+2,261
+12% +$222K 0.03% 323
2024
Q1 		$1.71M Buy
18,292
+976
+6% +$88.4K 0.02% 349
2023
Q4 		$1.56M Buy
17,316
+2,006
+13% +$174K 0.03% 333
2023
Q3 		$1.25M Buy
15,310
+529
+4% +$43.5K 0.03% 349
2023
Q2 		$1.2M Buy
14,781
+1,461
+11% +$113K 0.02% 356
2023
Q1 		$955K Buy
13,320
+54
+0.4% +$3.92K 0.02% 401
2022
Q4 		$870K Buy
13,266
+8,190
+161% +$527K 0.02% 392
2022
Q3 		$326K Buy
5,076
+716
+16% +$56K 0.01% 645
2022
Q2 		$359K Sell
4,360
-305
-7% -$27.1K 0.01% 550
2022
Q1 		$449K Buy
4,665
+192
+4% +$16.7K 0.01% 532
2021
Q4 		$384K Sell
4,473
-266
-6% -$22.2K 0.01% 531
2021
Q3 		$391K Buy
4,739
+2,267
+92% +$195K 0.01% 500
2021
Q2 		$205K Buy
+2,472
New +$189K 0.01% 582

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

IEQ Capital's WELL Position: Q2 2026 in Review

IEQ Capital reduced its Welltower (WELL) stake by 32% in Q2 2026, selling an estimated $638K and leaving 6,504 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #945.

IEQ Capital first reported a position in WELL in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.51M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • IEQ Capital held 6,504 shares of Welltower worth $1.48M as of Q2 2026.
  • IEQ Capital sold 3,019 Welltower shares in Q2 2026, an estimated $638K.
  • Welltower made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #945 holding.
  • IEQ Capital first reported a position in Welltower in Q2 2021 and has held it in 21 quarters since.
  • IEQ Capital's Welltower position peaked at $8.51M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.