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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stance Capital's WELL Position: Q1 2026 in Review

Stance Capital opened a new position in Welltower (WELL) in Q1 2026: 33 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Stance Capital previously reported a position in WELL as recently as Q3 2025.

Stance Capital first reported a position in WELL in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.08M in Q3 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Stance Capital held 33 shares of Welltower worth $6.52K as of Q1 2026.
  • Welltower was a new Stance Capital position in Q1 2026.
  • Welltower made up ﹤0.01% of Stance Capital's portfolio in Q1 2026, its #255 holding.
  • Stance Capital first reported a position in Welltower in Q1 2025 and has held it in 4 quarters since.
  • Stance Capital's Welltower position peaked at $3.08M in Q3 2025.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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