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Stance Capital’s Welltower WELL Stock Holding History

Stance Capital’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 		$7.49K Hold
33
– – ﹤0.01% 291
2026
Q1 		$6.52K Buy
+33
New +$6.52K ﹤0.01% 255
2025
Q4 		– Sell
-17,304
Closed -$3.08M – 297
2025
Q3 		$3.08M Buy
17,304
+1,312
+8% +$216K 1.13% 24
2025
Q2 		$2.46M Buy
15,992
+4,276
+36% +$639K 0.92% 20
2025
Q1 		$1.8M Buy
+11,716
New +$1.67M 1.33% 32

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stance Capital's WELL Position: Q2 2026 in Review

Stance Capital held its Welltower (WELL) position steady in Q2 2026 at 33 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Stance Capital first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.08M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Stance Capital held 33 shares of Welltower worth $7.49K as of Q2 2026.
  • Stance Capital left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Stance Capital's portfolio in Q2 2026, its #291 holding.
  • Stance Capital first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • Stance Capital's Welltower position peaked at $3.08M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.