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RCW Management’s Welltower WELL Stock Holding History

RCW 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 		$514K Sell
2,265
-424
-16% -$89.6K 0.46% 47
2026
Q1 		$532K Buy
2,689
+11
+0.4% +$2.17K 0.54% 43
2025
Q4 		$497K Buy
+2,678
New +$500K 0.5% 44

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RCW Management's WELL Position: Q2 2026 in Review

RCW Management reduced its Welltower (WELL) stake by 16% in Q2 2026, selling an estimated $89.6K and leaving 2,265 shares worth $514K. The position accounts for 0.46% of the portfolio, ranked #47.

RCW Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • RCW Management held 2,265 shares of Welltower worth $514K as of Q2 2026.
  • RCW Management sold 424 Welltower shares in Q2 2026, an estimated $89.6K.
  • Welltower made up 0.46% of RCW Management's portfolio in Q2 2026, its #47 holding.
  • RCW Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • RCW Management's Welltower position peaked at $532K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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