Silvant Capital Management’s Welltower WELL Stock Holding History

Silvant Capital Management’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	$68.8K	Hold	348	–	–	﹤0.01%	263
2025 Q4	$64.6K	Hold	348	–	–	﹤0.01%	268
2025 Q3	$62K	Hold	348	–	–	﹤0.01%	267
2025 Q2	$53.5K	Hold	348	–	–	﹤0.01%	268
2025 Q1	$53.3K	Hold	348	–	–	﹤0.01%	263
2024 Q4	$43.9K	Hold	348	–	–	﹤0.01%	279
2024 Q3	$44.6K	Hold	348	–	–	﹤0.01%	278
2024 Q2	$36.3K	Hold	348	–	–	﹤0.01%	282
2024 Q1	$32.5K	Hold	348	–	–	﹤0.01%	288
2023 Q4	$31.4K	Hold	348	–	–	﹤0.01%	277
2023 Q3	$28.5K	Hold	348	–	–	﹤0.01%	280
2023 Q2	$28.1K	Hold	348	–	–	﹤0.01%	281
2023 Q1	$24.9K	Hold	348	–	–	﹤0.01%	277
2022 Q4	$22.8K	Hold	348	–	–	﹤0.01%	281
2022 Q3	$22K	Hold	348	–	–	﹤0.01%	351
2022 Q2	$29K	Hold	348	–	–	0.01%	300
2022 Q1	$33K	Hold	348	–	–	0.01%	303
2021 Q4	$30K	Hold	348	–	–	0.01%	299
2021 Q3	$29K	Hold	348	–	–	0.01%	297
2021 Q2	$29K	Hold	348	–	–	﹤0.01%	301
2021 Q1	$25K	Hold	348	–	–	﹤0.01%	312
2020 Q4	$22K	Hold	348	–	–	﹤0.01%	309
2020 Q3	$19K	Hold	348	–	–	﹤0.01%	303
2020 Q2	$18K	Hold	348	–	–	﹤0.01%	315
2020 Q1	$16K	Hold	348	–	–	﹤0.01%	304
2019 Q4	$28K	Hold	348	–	–	0.01%	303
2019 Q3	$32K	Sell	348 -76	-18%	-$6.61K	0.01%	298
2019 Q2	$35K	Hold	424	–	–	0.01%	302
2019 Q1	$33K	Hold	424	–	–	0.01%	299
2018 Q4	$29K	Hold	424	–	–	0.01%	303
2018 Q3	$27K	Hold	424	–	–	﹤0.01%	319
2018 Q2	$27K	Hold	424	–	–	﹤0.01%	308
2018 Q1	$23K	Buy	+424	New	+$23.9K	﹤0.01%	311

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Silvant Capital Management's WELL Position: Q1 2026 in Review

Silvant Capital Management held its Welltower (WELL) position steady in Q1 2026 at 348 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Silvant Capital Management first reported a position in WELL in Q1 2018 and has held it in 33 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Silvant Capital Management held 348 shares of Welltower worth $68.8K as of Q1 2026.
Silvant Capital Management left its Welltower share count unchanged in Q1 2026.
Welltower made up ﹤0.01% of Silvant Capital Management's portfolio in Q1 2026, its #263 holding.
Silvant Capital Management first reported a position in Welltower in Q1 2018 and has held it in 33 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.