London & Capital Asset Management’s Welltower WELL Stock Holding History

London & Capital Asset 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	–	Sell	-1,237	Closed	-$229K	–	251
2025 Q4	$229K	Buy	+1,237	New	+$231K	﹤0.01%	228
2019 Q3	–	Sell	-38,123	Closed	-$3.11M	–	92
2019 Q2	$3.11M	Sell	38,123 -139	-0.4%	-$10.9K	0.65%	25
2019 Q1	$2.97M	Sell	38,262 -4,339	-10%	-$326K	0.45%	27
2018 Q4	$2.96M	Buy	+42,601	New	+$2.9M	0.45%	30

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

London & Capital Asset Management's WELL Position: Q1 2026 in Review

London & Capital Asset Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,237 shares — an estimated $229K sold.

London & Capital Asset Management first reported a position in WELL in Q4 2018 and held it in 4 quarters. The position peaked at $3.11M in Q2 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

London & Capital Asset Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
London & Capital Asset Management sold 1,237 Welltower shares in Q1 2026, an estimated $229K.
London & Capital Asset Management first reported a position in Welltower in Q4 2018 and held it in 4 quarters.
London & Capital Asset Management's Welltower position peaked at $3.11M in Q2 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.