Park Place Capital’s Welltower WELL Stock Holding History

Park Place 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	$30.1K	Hold	152	–	–	0.01%	432
2025 Q4	$28.2K	Hold	152	–	–	0.01%	412
2025 Q3	$27.1K	Hold	152	–	–	0.01%	415
2025 Q2	$23K	Hold	152	–	–	0.01%	455
2025 Q1	$23.3K	Buy	152 +1	+0.7%	+$142	0.01%	438
2024 Q4	$19K	Hold	151	–	–	0.01%	485
2024 Q3	$19.3K	Hold	151	–	–	0.01%	515
2024 Q2	$15.7K	Hold	151	–	–	0.01%	546
2024 Q1	$14.1K	Buy	151 +2	+1%	+$181	0.01%	590
2023 Q4	$13.4K	Buy	149 +4	+3%	+$347	0.01%	587
2023 Q3	$11.9K	Hold	145	–	–	﹤0.01%	729
2023 Q2	$11.7K	Sell	145 -33	-19%	-$2.54K	﹤0.01%	748
2023 Q1	$12.8K	Sell	178 -1	-0.6%	-$73	﹤0.01%	721
2022 Q4	$12K	Buy	+179	New	+$11.5K	﹤0.01%	739

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Park Place Capital's WELL Position: Q1 2026 in Review

Park Place Capital held its Welltower (WELL) position steady in Q1 2026 at 152 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #432.

Park Place Capital first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Park Place Capital held 152 shares of Welltower worth $30.1K as of Q1 2026.
Park Place Capital left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.01% of Park Place Capital's portfolio in Q1 2026, its #432 holding.
Park Place Capital first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Park Place Capital's 13F filing for Q1 2026, filed 9 Apr 2026.