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Lynx Capital Group’s Welltower WELL Stock Holding History

Lynx Capital Group’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 		$653K Hold
2,878
– – 0.26% 62
2026
Q1 		$569K Hold
2,878
– – 0.26% 65
2025
Q4 		$534K Hold
2,878
– – 0.25% 64
2025
Q3 		$513K Hold
2,878
– – 0.24% 66
2025
Q2 		$442K Hold
2,878
– – 0.21% 71
2025
Q1 		$441K Sell
2,878
-123
-4% -$17.5K 0.23% 68
2024
Q4 		$378K Hold
3,001
– – 0.22% 72
2024
Q3 		$384K Hold
3,001
– – 0.25% 66
2024
Q2 		$313K Hold
3,001
– – 0.22% 73
2024
Q1 		$280K Hold
3,001
– – 0.19% 77
2023
Q4 		$271K Buy
+3,001
New +$260K 0.2% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lynx Capital Group's WELL Position: Q2 2026 in Review

Lynx Capital Group held its Welltower (WELL) position steady in Q2 2026 at 2,878 shares worth $653K. The position accounts for 0.26% of the portfolio, ranked #62.

Lynx Capital Group first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Lynx Capital Group held 2,878 shares of Welltower worth $653K as of Q2 2026.
  • Lynx Capital Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.26% of Lynx Capital Group's portfolio in Q2 2026, its #62 holding.
  • Lynx Capital Group first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lynx Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.