Old Mission Capital’s Welltower WELL Stock Holding History

Old Mission 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 Q2	–	Sell	-1,914	Closed	-$378K	–	1364
2026 Q1	$378K	Buy	+1,914	New	+$378K	0.01%	822
2025 Q4	–	Sell	-1,776	Closed	-$316K	–	1294
2025 Q3	$316K	Buy	+1,776	New	+$292K	0.01%	865
2019 Q3	–	Sell	-3,618	Closed	-$295K	–	342
2019 Q2	$295K	Buy	+3,618	New	+$284K	0.04%	207

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Old Mission Capital's WELL Position: Q2 2026 in Review

Old Mission Capital sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,914 shares — an estimated $378K sold.

Old Mission Capital first reported a position in WELL in Q2 2019 and held it in 3 quarters. The position peaked at $378K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Old Mission Capital reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Old Mission Capital sold 1,914 Welltower shares in Q2 2026, an estimated $378K.
Old Mission Capital first reported a position in Welltower in Q2 2019 and held it in 3 quarters.
Old Mission Capital's Welltower position peaked at $378K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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