OpenArc Corporate Advisory’s Welltower WELL Stock Holding History

OpenArc Corporate Advisory’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	$7.67M	Sell	33,806 -1,010	-3%	-$214K	0.09%	133
2026 Q1	$6.88M	Sell	34,816 -1,640	-4%	-$324K	0.1%	130
2025 Q4	$6.77M	Buy	+36,456	New	+$6.81M	0.11%	117

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

OpenArc Corporate Advisory's WELL Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its Welltower (WELL) stake by 2.9% in Q2 2026, selling an estimated $214K and leaving 33,806 shares worth $7.67M. The position accounts for 0.09% of the portfolio, ranked #133.

OpenArc Corporate Advisory first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

OpenArc Corporate Advisory held 33,806 shares of Welltower worth $7.67M as of Q2 2026.
OpenArc Corporate Advisory sold 1,010 Welltower shares in Q2 2026, an estimated $214K.
Welltower made up 0.09% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #133 holding.
OpenArc Corporate Advisory first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.