PCM
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Prelude Capital Management’s Welltower WELL Stock Holding History

Prelude Capital Management’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
-1,382
Closed -$257K – 1625
2025
Q4 		$257K Buy
+1,382
New +$258K 0.02% 872
2025
Q2 		– Sell
-9,715
Closed -$1.49M – 1397
2025
Q1 		$1.49M Sell
9,715
-3,442
-26% -$490K 0.11% 205
2024
Q4 		$1.66M Sell
13,157
-5,983
-31% -$785K 0.1% 225
2024
Q3 		$2.45M Buy
19,140
+1,321
+7% +$154K 0.15% 180
2024
Q2 		$1.86M Buy
+17,819
New +$1.75M 0.13% 209
2020
Q4 		– Sell
-1,026
Closed -$57K – 2059
2020
Q3 		$57K Sell
1,026
-3,638
-78% -$200K ﹤0.01% 1087
2020
Q2 		$241K Buy
4,664
+1,914
+70% +$94.1K 0.01% 687
2020
Q1 		$126K Buy
+2,750
New +$203K 0.01% 542
2019
Q2 		– Sell
-1,258
Closed -$98K – 2188
2019
Q1 		$98K Sell
1,258
-2,420
-66% -$182K 0.01% 940
2018
Q4 		$255K Buy
+3,678
New +$250K 0.02% 650
2015
Q2 		– Sell
-600
Closed -$46K – 2069
2015
Q1 		$46K Hold
600
– – 0.01% 1329
2014
Q4 		$45K Hold
600
– – 0.01% 1287
2014
Q3 		$37K Hold
600
– – 0.01% 1505
2014
Q2 		$38K Hold
600
– – 0.01% 1517
2014
Q1 		$36K Sell
600
-8,400
-93% -$480K ﹤0.01% 1456
2013
Q4 		$482K Buy
+9,000
New +$535K 0.08% 360

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Prelude Capital Management's WELL Position: Q1 2026 in Review

Prelude Capital Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,382 shares — an estimated $257K sold.

Prelude Capital Management first reported a position in WELL in Q4 2013 and held it in 16 quarters. The position peaked at $2.45M in Q3 2024. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Prelude Capital Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 1,382 Welltower shares in Q1 2026, an estimated $257K.
  • Prelude Capital Management first reported a position in Welltower in Q4 2013 and held it in 16 quarters.
  • Prelude Capital Management's Welltower position peaked at $2.45M in Q3 2024.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.