Raleigh Capital Management’s Welltower WELL Stock Holding History

Raleigh 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 Q2	$2.28K	Hold	10	–	–	﹤0.01%	428
2026 Q1	$1.98K	Buy	+10	New	+$1.98K	﹤0.01%	532
2025 Q1	–	Sell	-164	Closed	-$20.7K	–	1060
2024 Q4	$20.7K	Sell	164 -5	-3%	-$656	0.01%	446
2024 Q3	$21.6K	Buy	169 +11	+7%	+$1.28K	0.01%	422
2024 Q2	$16.5K	Buy	158 +23	+17%	+$2.25K	0.01%	462
2024 Q1	$12.6K	Sell	135 -135	-50%	-$12.2K	0.01%	516
2023 Q4	$24.4K	Buy	270 +31	+13%	+$2.69K	0.01%	402
2023 Q3	$19.5K	Sell	239 -10	-4%	-$822	0.01%	401
2023 Q2	$20.1K	Buy	249 +2	+0.8%	+$154	0.01%	389
2023 Q1	$17.7K	Sell	247 -107	-30%	-$7.76K	0.01%	394
2022 Q4	$23.2K	Buy	354 +1	+0.3%	+$64	0.01%	301
2022 Q3	$23K	Sell	353 -35	-9%	-$2.74K	0.01%	280
2022 Q2	$32K	Sell	388 -45	-10%	-$4K	0.02%	268
2022 Q1	$42K	Sell	433 -60	-12%	-$5.21K	0.02%	259
2021 Q4	$42K	Buy	+493	New	+$41.1K	0.04%	137

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

Raleigh Capital Management's WELL Position: Q2 2026 in Review

Raleigh Capital Management held its Welltower (WELL) position steady in Q2 2026 at 10 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Raleigh Capital Management first reported a position in WELL in Q4 2021 and has held it in 15 quarters since. The position peaked at $42K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Raleigh Capital Management held 10 shares of Welltower worth $2.28K as of Q2 2026.
Raleigh Capital Management left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #428 holding.
Raleigh Capital Management first reported a position in Welltower in Q4 2021 and has held it in 15 quarters since.
Raleigh Capital Management's Welltower position peaked at $42K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.