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McElhenny Sheffield Capital Management’s Welltower WELL Stock Holding History

McElhenny Sheffield Capital 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
Q2 		$216K Buy
+952
New +$201K 0.05% 98
2025
Q4 		– Sell
-1,552
Closed -$276K – 119
2025
Q3 		$276K Buy
1,552
+171
+12% +$28.1K 0.07% 91
2025
Q2 		$212K Hold
1,381
– – 0.06% 99
2025
Q1 		$212K Buy
+1,381
New +$197K 0.08% 96
2023
Q1 		– Sell
-600
Closed -$39.3K – 612
2022
Q4 		$39.3K Buy
+600
New +$38.6K 0.02% 202

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

McElhenny Sheffield Capital Management's WELL Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in Welltower (WELL) in Q2 2026: 952 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in WELL as recently as Q3 2025.

McElhenny Sheffield Capital Management first reported a position in WELL in Q4 2022 and has held it in 5 quarters since. The position peaked at $276K in Q3 2025. 959 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • McElhenny Sheffield Capital Management held 952 shares of Welltower worth $216K as of Q2 2026.
  • Welltower was a new McElhenny Sheffield Capital Management position in Q2 2026.
  • Welltower made up 0.05% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #98 holding.
  • McElhenny Sheffield Capital Management first reported a position in Welltower in Q4 2022 and has held it in 5 quarters since.
  • McElhenny Sheffield Capital Management's Welltower position peaked at $276K in Q3 2025.
  • 959 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.