PCM
WELL icon

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
2025
Q2 		– Sell
-3,800
Closed -$582K – 1398
2025
Q1 		$582K Hold
3,800
– – 0.04% 458
2024
Q4 		$479K Sell
3,800
-1,100
-22% -$144K 0.03% 605
2024
Q3 		$627K Buy
+4,900
New +$572K 0.04% 537

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 1,484 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.
  • 1,484 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.