NCM
WELL icon

Nearwater Capital Markets’s Welltower WELL Stock Holding History

Nearwater Capital Markets’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 		– Sell
-14,600
Closed -$2.89M – 143
2026
Q1 		$2.89M Buy
+14,600
New +$2.89M 0.07% 79
2025
Q4 		– Sell
-50,000
Closed -$8.91M – 178
2025
Q3 		$8.91M Sell
50,000
-50,000
-50% -$8.22M 0.12% 113
2025
Q2 		$15.4M Sell
100,000
-20,000
-17% -$2.99M 0.25% 65
2025
Q1 		$18.4M Buy
+120,000
New +$17.1M 0.52% 45

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nearwater Capital Markets's WELL Position: Q2 2026 in Review

Nearwater Capital Markets sold out of Welltower (WELL) in Q2 2026, closing a stake of 14,600 shares — an estimated $2.89M sold.

Nearwater Capital Markets first reported a position in WELL in Q1 2025 and held it in 4 quarters. The position peaked at $18.4M in Q1 2025. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Nearwater Capital Markets reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 14,600 Welltower shares in Q2 2026, an estimated $2.89M.
  • Nearwater Capital Markets first reported a position in Welltower in Q1 2025 and held it in 4 quarters.
  • Nearwater Capital Markets's Welltower position peaked at $18.4M in Q1 2025.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.