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Rothschild Capital Partners’s Welltower WELL Stock Holding History

Rothschild Capital Partners’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 		$359K Sell
1,814
-710
-28% -$140K 0.09% 80
2025
Q4 		$468K Hold
2,524
– – 0.11% 51
2025
Q3 		$450K Hold
2,524
– – 0.11% 55
2025
Q2 		$388K Hold
2,524
– – 0.1% 51
2025
Q1 		$387K Hold
2,524
– – 0.1% 51
2024
Q4 		$318K Buy
2,524
+710
+39% +$93.2K 0.08% 65
2024
Q3 		$232K Buy
+1,814
New +$212K 0.06% 48

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Rothschild Capital Partners's WELL Position: Q1 2026 in Review

Rothschild Capital Partners reduced its Welltower (WELL) stake by 28% in Q1 2026, selling an estimated $140K and leaving 1,814 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #80.

Rothschild Capital Partners first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $468K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Rothschild Capital Partners held 1,814 shares of Welltower worth $359K as of Q1 2026.
  • Rothschild Capital Partners sold 710 Welltower shares in Q1 2026, an estimated $140K.
  • Welltower made up 0.09% of Rothschild Capital Partners's portfolio in Q1 2026, its #80 holding.
  • Rothschild Capital Partners first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Capital Partners's Welltower position peaked at $468K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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