Optima Capital’s Welltower WELL Stock Holding History

Optima 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 Q1	–	Sell	-224	Closed	-$41.6K	–	1306
2025 Q4	$41.6K	Buy	+224	New	+$41.8K	0.02%	330

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Optima Capital's WELL Position: Q1 2026 in Review

Optima Capital sold out of Welltower (WELL) in Q1 2026, closing a stake of 224 shares — an estimated $41.6K sold.

Optima Capital first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $41.6K in Q4 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Optima Capital reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 224 Welltower shares in Q1 2026, an estimated $41.6K.
Optima Capital first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Optima Capital's Welltower position peaked at $41.6K in Q4 2025.
1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.