Purkiss Capital Advisors’s Welltower WELL Stock Holding History

Purkiss Capital Advisors’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	$2.32M	Buy	10,208 +1,265	+14%	+$267K	0.88%	30
2026 Q1	$1.77M	Buy	8,943 +1,596	+22%	+$315K	0.78%	30
2025 Q4	$1.36M	Buy	7,347 +160	+2%	+$29.9K	0.64%	35
2025 Q3	$1.28M	Buy	7,187 +227	+3%	+$37.3K	0.61%	39
2025 Q2	$1.07M	Buy	6,960 +4,010	+136%	+$599K	0.59%	37
2025 Q1	$452K	Buy	2,950 +521	+21%	+$74.2K	0.34%	55
2024 Q4	$306K	Buy	+2,429	New	+$319K	0.26%	65

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Purkiss Capital Advisors's WELL Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Welltower (WELL) stake by 14% in Q2 2026, buying an estimated $267K and bringing the position to 10,208 shares worth $2.32M. The position accounts for 0.88% of the portfolio, ranked #30.

Purkiss Capital Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Purkiss Capital Advisors held 10,208 shares of Welltower worth $2.32M as of Q2 2026.
Purkiss Capital Advisors bought 1,265 Welltower shares in Q2 2026, an estimated $267K.
Welltower made up 0.88% of Purkiss Capital Advisors's portfolio in Q2 2026, its #30 holding.
Purkiss Capital Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
618 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.