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Scotia Capital’s Welltower WELL Stock Holding History

Scotia 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
Q1 		$217K Sell
1,097
-148
-12% -$29.2K ﹤0.01% 840
2025
Q4 		$231K Buy
1,245
+13
+1% +$2.43K ﹤0.01% 817
2025
Q3 		$219K Buy
+1,232
New +$203K ﹤0.01% 825
2025
Q2 		– Sell
-8,822
Closed -$1.35M – 916
2025
Q1 		$1.35M Buy
+8,822
New +$1.26M 0.01% 462
2021
Q3 		– Sell
-3,546
Closed -$295K – 884
2021
Q2 		$295K Buy
3,546
+583
+20% +$44.6K ﹤0.01% 717
2021
Q1 		$212K Sell
2,963
-2,995
-50% -$201K ﹤0.01% 744
2020
Q4 		$385K Buy
5,958
+95
+2% +$5.77K ﹤0.01% 609
2020
Q3 		$323K Sell
5,863
-2,557
-30% -$140K ﹤0.01% 580
2020
Q2 		$437K Buy
+8,420
New +$414K 0.01% 443
2020
Q1 		– Sell
-12,629
Closed -$1.03M – 762
2019
Q4 		$1.03M Buy
12,629
+6,593
+109% +$564K 0.01% 390
2019
Q3 		$547K Sell
6,036
-151
-2% -$13.1K 0.01% 499
2019
Q2 		$505K Sell
6,187
-236
-4% -$18.6K 0.01% 517
2019
Q1 		$498K Buy
+6,423
New +$482K 0.01% 504
2017
Q4 		– Sell
-3,324
Closed -$234K – 741
2017
Q3 		$234K Buy
3,324
+110
+3% +$8K ﹤0.01% 631
2017
Q2 		$241K Buy
+3,214
New +$235K ﹤0.01% 604
2016
Q4 		– Sell
-4,952
Closed -$370K – 888
2016
Q3 		$370K Buy
4,952
+60
+1% +$4.59K 0.01% 614
2016
Q2 		$373K Buy
+4,892
New +$347K 0.01% 561
2016
Q1 		– Sell
-7,601
Closed -$514K – 862
2015
Q4 		$514K Hold
7,601
– – 0.01% 558
2015
Q3 		$515K Buy
+7,601
New +$508K 0.01% 535
2013
Q4 		– Sell
-5,565
Closed -$347K – 566
2013
Q3 		$347K Buy
5,565
+580
+12% +$36.9K 0.01% 385
2013
Q2 		$333K Buy
+4,985
New +$354K 0.01% 349

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

Scotia Capital's WELL Position: Q1 2026 in Review

Scotia Capital reduced its Welltower (WELL) stake by 12% in Q1 2026, selling an estimated $29.2K and leaving 1,097 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Scotia Capital first reported a position in WELL in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.35M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Scotia Capital held 1,097 shares of Welltower worth $217K as of Q1 2026.
  • Scotia Capital sold 148 Welltower shares in Q1 2026, an estimated $29.2K.
  • Welltower made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #840 holding.
  • Scotia Capital first reported a position in Welltower in Q2 2013 and has held it in 21 quarters since.
  • Scotia Capital's Welltower position peaked at $1.35M in Q1 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.