SC
WELL icon

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
Q2 		$1.34M Buy
5,908
+340
+6% +$71.9K 0.06% 251
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 Buy
4,336
+151
+4% +$13.7K 0.04% 300
2023
Q4 		$377K Buy
4,185
+785
+23% +$68.1K 0.04% 303
2023
Q3 		$279K Buy
+3,400
New +$280K 0.03% 286

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

Syon Capital's WELL Position: Q2 2026 in Review

Syon Capital increased its Welltower (WELL) stake by 6.1% in Q2 2026, buying an estimated $71.9K and bringing the position to 5,908 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #251.

Syon Capital first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Syon Capital held 5,908 shares of Welltower worth $1.34M as of Q2 2026.
  • Syon Capital bought 340 Welltower shares in Q2 2026, an estimated $71.9K.
  • Welltower made up 0.06% of Syon Capital's portfolio in Q2 2026, its #251 holding.
  • Syon Capital first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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