Shelton Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $744K | Hold |
3,278
| – | – | 0.01% | 292 |
|
|
2026
Q1 | $648K | Hold |
3,278
| – | – | 0.01% | 318 |
|
|
2025
Q4 | $608K | Hold |
3,278
| – | – | 0.01% | 315 |
|
|
2025
Q3 | $584K | Hold |
3,278
| – | – | 0.01% | 317 |
|
|
2025
Q2 | $504K | Hold |
3,278
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $502K | Hold |
3,278
| – | – | 0.01% | 332 |
|
|
2024
Q4 | $413K | Buy |
3,278
+486
| +17% | +$63.8K | 0.01% | 391 |
|
|
2024
Q3 | $357K | Hold |
2,792
| – | – | 0.01% | 432 |
|
|
2024
Q2 | $291K | Sell |
2,792
-100
| -3% | -$9.8K | 0.01% | 497 |
|
|
2024
Q1 | $270K | Sell |
2,892
-300
| -9% | -$27.2K | 0.01% | 575 |
|
|
2023
Q4 | $288K | Hold |
3,192
| – | – | 0.01% | 524 |
|
|
2023
Q3 | $261K | Hold |
3,192
| – | – | 0.01% | 533 |
|
|
2023
Q2 | $258K | Hold |
3,192
| – | – | 0.01% | 575 |
|
|
2023
Q1 | $229K | Buy |
+3,192
| New | +$232K | 0.01% | 616 |
|
|
2022
Q3 | – | Sell |
-2,992
| Closed | -$246K | – | 729 |
|
|
2022
Q2 | $246K | Hold |
2,992
| – | – | 0.01% | 568 |
|
|
2022
Q1 | $288K | Hold |
2,992
| – | – | 0.01% | 578 |
|
|
2021
Q4 | $257K | Hold |
2,992
| – | – | 0.01% | 649 |
|
|
2021
Q3 | $247K | Hold |
2,992
| – | – | 0.01% | 655 |
|
|
2021
Q2 | $249K | Hold |
2,992
| – | – | 0.01% | 675 |
|
|
2021
Q1 | $214K | Buy |
+2,992
| New | +$201K | 0.01% | 749 |
|
|
2020
Q1 | – | Sell |
-3,092
| Closed | -$253K | – | 834 |
|
|
2019
Q4 | $253K | Hold |
3,092
| – | – | 0.01% | 622 |
|
|
2019
Q3 | $280K | Hold |
3,092
| – | – | 0.02% | 562 |
|
|
2019
Q2 | $252K | Buy |
3,092
+2,751
| +807% | +$216K | 0.01% | 643 |
|
|
2019
Q1 | $4.39K | Sell |
341
-2,651
| -89% | -$199K | 0.02% | 612 |
|
|
2018
Q4 | $208K | Buy |
+2,992
| New | +$204K | 0.01% | 686 |
|
|
2017
Q4 | – | Sell |
-2,992
| Closed | -$210K | – | 874 |
|
|
2017
Q3 | $210K | Hold |
2,992
| – | – | 0.01% | 775 |
|
|
2017
Q2 | $224K | Buy |
2,992
+84
| +3% | +$6.14K | 0.02% | 759 |
|
|
2017
Q1 | $206K | Sell |
2,908
-116
| -4% | -$7.83K | 0.01% | 806 |
|
|
2016
Q4 | $202K | Buy |
+3,024
| New | +$200K | 0.02% | 832 |
|
Other funds holding WELL
Shelton Capital Management's WELL Position: Q2 2026 in Review
Shelton Capital Management held its Welltower (WELL) position steady in Q2 2026 at 3,278 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #292.
Shelton Capital Management first reported a position in WELL in Q4 2016 and has held it in 29 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Shelton Capital Management held 3,278 shares of Welltower worth $744K as of Q2 2026.
- Shelton Capital Management left its Welltower share count unchanged in Q2 2026.
- Welltower made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #292 holding.
- Shelton Capital Management first reported a position in Welltower in Q4 2016 and has held it in 29 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.