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Silicon Valley Capital Partners’s Welltower WELL Stock Holding History

Silicon Valley 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 		$1.59K Buy
+8
New +$1.58K ﹤0.01% 310
2023
Q4 		– Sell
-40
Closed -$3.3K – 390
2023
Q3 		$3.3K Hold
40
– – ﹤0.01% 254
2023
Q2 		$3.24K Buy
+40
New +$3.08K ﹤0.01% 258

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Silicon Valley Capital Partners's WELL Position: Q1 2026 in Review

Silicon Valley Capital Partners opened a new position in Welltower (WELL) in Q1 2026: 8 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Silicon Valley Capital Partners previously reported a position in WELL as recently as Q3 2023.

Silicon Valley Capital Partners first reported a position in WELL in Q2 2023 and has held it in 3 quarters since. The position peaked at $3.3K in Q3 2023. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Silicon Valley Capital Partners held 8 shares of Welltower worth $1.59K as of Q1 2026.
  • Welltower was a new Silicon Valley Capital Partners position in Q1 2026.
  • Welltower made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #310 holding.
  • Silicon Valley Capital Partners first reported a position in Welltower in Q2 2023 and has held it in 3 quarters since.
  • Silicon Valley Capital Partners's Welltower position peaked at $3.3K in Q3 2023.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.