PCM Encore’s Welltower WELL Stock Holding History

PCM Encore’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	$441K	Buy	1,945 +134	+7%	+$28.3K	0.08%	241
2026 Q1	$358K	Buy	1,811 +252	+16%	+$49.8K	0.07%	274
2025 Q4	$289K	Buy	+1,559	New	+$291K	0.06%	313

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

PCM Encore's WELL Position: Q2 2026 in Review

PCM Encore increased its Welltower (WELL) stake by 7.4% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,945 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #241.

PCM Encore 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.

PCM Encore held 1,945 shares of Welltower worth $441K as of Q2 2026.
PCM Encore bought 134 Welltower shares in Q2 2026, an estimated $28.3K.
Welltower made up 0.08% of PCM Encore's portfolio in Q2 2026, its #241 holding.
PCM Encore 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 PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.