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Machina Capital’s Welltower WELL Stock Holding History

Machina Capital’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
-5,154
Closed -$957K – 460
2025
Q4 		$957K Sell
5,154
-17,317
-77% -$3.23M 0.18% 183
2025
Q3 		$4M Sell
22,471
-2,052
-8% -$337K 0.7% 40
2025
Q2 		$3.77M Buy
24,523
+12,281
+100% +$1.84M 0.78% 30
2025
Q1 		$1.88M Buy
12,242
+5,153
+73% +$734K 0.56% 60
2024
Q4 		$893K Buy
+7,089
New +$931K 0.38% 102
2024
Q2 		– Sell
-7,482
Closed -$699K – 358
2024
Q1 		$699K Buy
+7,482
New +$677K 0.37% 108
2023
Q3 		– Sell
-4,731
Closed -$383K – 369
2023
Q2 		$383K Buy
+4,731
New +$364K 0.22% 176
2019
Q2 		– Sell
-6,865
Closed -$533K – 646
2019
Q1 		$533K Buy
+6,865
New +$515K 0.21% 159

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Machina Capital's WELL Position: Q1 2026 in Review

Machina Capital sold out of Welltower (WELL) in Q1 2026, closing a stake of 5,154 shares — an estimated $957K sold.

Machina Capital first reported a position in WELL in Q1 2019 and held it in 8 quarters. The position peaked at $4M in Q3 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Machina Capital reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Machina Capital sold 5,154 Welltower shares in Q1 2026, an estimated $957K.
  • Machina Capital first reported a position in Welltower in Q1 2019 and held it in 8 quarters.
  • Machina Capital's Welltower position peaked at $4M in Q3 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.