KCM
WELL icon

Kathmere Capital Management’s Welltower WELL Stock Holding History

Kathmere 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 		$360K Buy
1,584
+235
+17% +$49.7K 0.02% 483
2026
Q1 		$267K Buy
1,349
+205
+18% +$40.5K 0.02% 499
2025
Q4 		$212K Buy
+1,144
New +$214K 0.01% 512
2025
Q1 		– Sell
-2,038
Closed -$257K – 458
2024
Q4 		$257K Buy
+2,038
New +$268K 0.02% 340

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

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

Kathmere Capital Management increased its Welltower (WELL) stake by 17% in Q2 2026, buying an estimated $49.7K and bringing the position to 1,584 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #483.

Kathmere Capital Management first reported a position in WELL in Q4 2024 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kathmere Capital Management held 1,584 shares of Welltower worth $360K as of Q2 2026.
  • Kathmere Capital Management bought 235 Welltower shares in Q2 2026, an estimated $49.7K.
  • Welltower made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #483 holding.
  • Kathmere Capital Management first reported a position in Welltower in Q4 2024 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.