Lynx Capital Group
WELL icon

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
Q3 		$663K Hold
2,878
– – 0.26% 66
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lynx Capital Group's WELL Position: Q3 2026 in Review

Lynx Capital Group held its Welltower (WELL) position steady in Q3 2026 at 2,878 shares worth $663K. The position accounts for 0.26% of the portfolio, ranked #66.

Lynx Capital Group first reported a position in WELL in Q4 2023 and has held it in 12 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Lynx Capital Group held 2,878 shares of Welltower worth $663K as of Q3 2026.
  • Lynx Capital Group left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.26% of Lynx Capital Group's portfolio in Q3 2026, its #66 holding.
  • Lynx Capital Group first reported a position in Welltower in Q4 2023 and has held it in 12 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Lynx Capital Group's 13F filing for Q3 2026, filed 4 Nov 2026.