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 Q2	$1.83K	Hold	8	–	–	﹤0.01%	312
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 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 $3.38T AUM 44.17% 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

Silicon Valley Capital Partners's WELL Position: Q2 2026 in Review

Silicon Valley Capital Partners held its Welltower (WELL) position steady in Q2 2026 at 8 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Silicon Valley Capital Partners first reported a position in WELL in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.3K in Q3 2023. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Silicon Valley Capital Partners held 8 shares of Welltower worth $1.83K as of Q2 2026.
Silicon Valley Capital Partners left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q2 2026, its #312 holding.
Silicon Valley Capital Partners first reported a position in Welltower in Q2 2023 and has held it in 4 quarters since.
Silicon Valley Capital Partners's Welltower position peaked at $3.3K in Q3 2023.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2026, filed 21 Sep 2026.