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 Q2	$413K	Buy	1,820 +6	+0.3%	+$1.27K	0.09%	78
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 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

Rothschild Capital Partners's WELL Position: Q2 2026 in Review

Rothschild Capital Partners increased its Welltower (WELL) stake by 0.33% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,820 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #78.

Rothschild Capital Partners first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $468K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Rothschild Capital Partners held 1,820 shares of Welltower worth $413K as of Q2 2026.
Rothschild Capital Partners bought 6 Welltower shares in Q2 2026, an estimated $1.27K.
Welltower made up 0.09% of Rothschild Capital Partners's portfolio in Q2 2026, its #78 holding.
Rothschild Capital Partners first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
Rothschild Capital Partners's Welltower position peaked at $468K in Q4 2025.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.