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Kanawha Capital Management’s Welltower WELL Stock Holding History

Kanawha 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
2026
Q1 		$249K Sell
1,261
-1
-0.1% -$198 0.02% 202
2025
Q4 		$234K Sell
1,262
-383
-23% -$71.5K 0.02% 210
2025
Q3 		$293K Buy
+1,645
New +$270K 0.02% 189

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

Kanawha Capital Management's WELL Position: Q1 2026 in Review

Kanawha Capital Management reduced its Welltower (WELL) stake by 0.08% in Q1 2026, selling an estimated $198 and leaving 1,261 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #202.

Kanawha Capital Management first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q3 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Kanawha Capital Management held 1,261 shares of Welltower worth $249K as of Q1 2026.
  • Kanawha Capital Management sold 1 Welltower share in Q1 2026, an estimated $198.
  • Welltower made up 0.02% of Kanawha Capital Management's portfolio in Q1 2026, its #202 holding.
  • Kanawha Capital Management first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • Kanawha Capital Management's Welltower position peaked at $293K in Q3 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.