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Syon Capital’s Welltower WELL Stock Holding History

Syon 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 		$1.1M Buy
5,568
+91
+2% +$18K 0.06% 276
2025
Q4 		$1.02M Buy
5,477
+25
+0.5% +$4.67K 0.05% 300
2025
Q3 		$971K Buy
5,452
+621
+13% +$102K 0.05% 264
2025
Q2 		$743K Buy
4,831
+433
+10% +$64.7K 0.05% 277
2025
Q1 		$674K Sell
4,398
-8
-0.2% -$1.14K 0.05% 256
2024
Q4 		$555K Sell
4,406
-126
-3% -$16.5K 0.05% 262
2024
Q3 		$580K Buy
4,532
+20
+0.4% +$2.33K 0.05% 247
2024
Q2 		$470K Buy
4,512
+176
+4% +$17.2K 0.04% 272
2024
Q1 		$405K Sell
4,336
-4,034
-48% -$365K 0.04% 300
2023
Q4 		$755K Buy
8,370
+4,970
+146% +$431K 0.03% 315
2023
Q3 		$279K Buy
+3,400
New +$280K 0.03% 286

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

Syon Capital's WELL Position: Q1 2026 in Review

Syon Capital increased its Welltower (WELL) stake by 1.7% in Q1 2026, buying an estimated $18K and bringing the position to 5,568 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #276.

Syon Capital first reported a position in WELL in Q3 2023 and has held it in 11 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Syon Capital held 5,568 shares of Welltower worth $1.1M as of Q1 2026.
  • Syon Capital bought 91 Welltower shares in Q1 2026, an estimated $18K.
  • Welltower made up 0.06% of Syon Capital's portfolio in Q1 2026, its #276 holding.
  • Syon Capital first reported a position in Welltower in Q3 2023 and has held it in 11 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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