Silvant 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 | $79K | Hold |
348
| – | – | ﹤0.01% | 270 |
|
|
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
Silvant Capital Management's WELL Position: Q2 2026 in Review
Silvant Capital Management held its Welltower (WELL) position steady in Q2 2026 at 348 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #270.
Silvant Capital Management first reported a position in WELL in Q1 2018 and has held it in 34 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Silvant Capital Management held 348 shares of Welltower worth $79K as of Q2 2026.
- Silvant Capital Management left its Welltower share count unchanged in Q2 2026.
- Welltower made up ﹤0.01% of Silvant Capital Management's portfolio in Q2 2026, its #270 holding.
- Silvant Capital Management first reported a position in Welltower in Q1 2018 and has held it in 34 quarters since.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.