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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
Q2 		$331K Buy
1,458
+197
+16% +$41.6K 0.02% 191
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 $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

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

Kanawha Capital Management increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $41.6K and bringing the position to 1,458 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #191.

Kanawha Capital Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kanawha Capital Management held 1,458 shares of Welltower worth $331K as of Q2 2026.
  • Kanawha Capital Management bought 197 Welltower shares in Q2 2026, an estimated $41.6K.
  • Welltower made up 0.02% of Kanawha Capital Management's portfolio in Q2 2026, its #191 holding.
  • Kanawha Capital Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.