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Legacy CG’s Welltower WELL Stock Holding History

Legacy CG’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 		$7.08M Sell
31,196
-1,462
-4% -$309K 1.81% 23
2026
Q1 		$6.46M Buy
32,658
+694
+2% +$137K 1.79% 21
2025
Q4 		$5.93M Sell
31,964
-428
-1% -$79.9K 1.66% 26
2025
Q3 		$5.77M Sell
32,392
-48
-0.1% -$7.89K 1.62% 28
2025
Q2 		$4.99M Buy
32,440
+309
+1% +$46.2K 1.49% 28
2025
Q1 		$4.92M Buy
32,131
+1,070
+3% +$152K 1.59% 28
2024
Q4 		$3.91M Buy
31,061
+216
+0.7% +$28.4K 1.2% 36
2024
Q3 		$3.95M Buy
+30,845
New +$3.6M 1.29% 37

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

Legacy CG's WELL Position: Q2 2026 in Review

Legacy CG reduced its Welltower (WELL) stake by 4.5% in Q2 2026, selling an estimated $309K and leaving 31,196 shares worth $7.08M. The position accounts for 1.81% of the portfolio, ranked #23.

Legacy CG first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Legacy CG held 31,196 shares of Welltower worth $7.08M as of Q2 2026.
  • Legacy CG sold 1,462 Welltower shares in Q2 2026, an estimated $309K.
  • Welltower made up 1.81% of Legacy CG's portfolio in Q2 2026, its #23 holding.
  • Legacy CG first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.