Stableford Capital II’s Welltower WELL Stock Holding History

Stableford Capital II’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 Q3	$1.18M	Sell	5,126 -146	-3%	-$34.5K	0.41%	66
2026 Q2	$1.2M	Sell	5,272 -105	-2%	-$22.2K	0.41%	62
2026 Q1	$1.06M	Sell	5,377 -17	-0.3%	-$3.36K	0.39%	73
2025 Q4	$1M	Sell	5,394 -255	-5%	-$47.6K	0.36%	90
2025 Q3	$1.01M	Buy	5,649 +9	+0.2%	+$1.48K	0.36%	84
2025 Q2	$911K	Sell	5,640 -85	-1%	-$12.7K	0.34%	91
2025 Q1	$843K	Buy	+5,725	New	+$816K	0.36%	77

Other funds holding WELL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Stableford Capital II's WELL Position: Q3 2026 in Review

Stableford Capital II reduced its Welltower (WELL) stake by 2.8% in Q3 2026, selling an estimated $34.5K and leaving 5,126 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #66.

Stableford Capital II first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2026. 137 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Stableford Capital II held 5,126 shares of Welltower worth $1.18M as of Q3 2026.
Stableford Capital II sold 146 Welltower shares in Q3 2026, an estimated $34.5K.
Welltower made up 0.41% of Stableford Capital II's portfolio in Q3 2026, its #66 holding.
Stableford Capital II first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
Stableford Capital II's Welltower position peaked at $1.2M in Q2 2026.
137 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.