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 Q2	$34.5K	Hold	152	–	–	0.01%	509
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 $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

Park Place Capital's WELL Position: Q2 2026 in Review

Park Place Capital held its Welltower (WELL) position steady in Q2 2026 at 152 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #509.

Park Place Capital first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Park Place Capital held 152 shares of Welltower worth $34.5K as of Q2 2026.
Park Place Capital left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Park Place Capital's portfolio in Q2 2026, its #509 holding.
Park Place Capital first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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