May Hill Capital
WELL icon

May Hill Capital’s Welltower WELL Stock Holding History

May Hill 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
Q3 		$387K Buy
1,683
+82
+5% +$19.4K 0.08% 155
2026
Q2 		$363K Sell
1,601
-83
-5% -$17.5K 0.08% 164
2026
Q1 		$333K Buy
1,684
+117
+7% +$23.1K 0.08% 165
2025
Q4 		$291K Buy
1,567
+136
+10% +$25.4K 0.08% 154
2025
Q3 		$255K Buy
1,431
+51
+4% +$8.38K 0.07% 161
2025
Q2 		$212K Buy
1,380
+74
+6% +$11.1K 0.07% 180
2025
Q1 		$200K Buy
+1,306
New +$186K 0.08% 175

Other funds holding WELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

May Hill Capital's WELL Position: Q3 2026 in Review

May Hill Capital increased its Welltower (WELL) stake by 5.1% in Q3 2026, buying an estimated $19.4K and bringing the position to 1,683 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #155.

May Hill Capital first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • May Hill Capital held 1,683 shares of Welltower worth $387K as of Q3 2026.
  • May Hill Capital bought 82 Welltower shares in Q3 2026, an estimated $19.4K.
  • Welltower made up 0.08% of May Hill Capital's portfolio in Q3 2026, its #155 holding.
  • May Hill Capital first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on May Hill Capital's 13F filing for Q3 2026, filed 3 Nov 2026.