Sapient Capital
WELL icon

Sapient Capital’s Welltower WELL Stock Holding History

Sapient Capital’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
Q3 		$1.1M Sell
4,775
-147
-3% -$34.8K 0.01% 189
2026
Q2 		$1.12M Buy
+4,922
New +$1.04M 0.01% 196

Other funds holding WELL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Sapient Capital's WELL Position: Q3 2026 in Review

Sapient Capital reduced its Welltower (WELL) stake by 3% in Q3 2026, selling an estimated $34.8K and leaving 4,775 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #189.

Sapient Capital first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q2 2026. 175 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Sapient Capital held 4,775 shares of Welltower worth $1.1M as of Q3 2026.
  • Sapient Capital sold 147 Welltower shares in Q3 2026, an estimated $34.8K.
  • Welltower made up 0.01% of Sapient Capital's portfolio in Q3 2026, its #189 holding.
  • Sapient Capital first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
  • Sapient Capital's Welltower position peaked at $1.12M in Q2 2026.
  • 175 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.