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TABR Capital Management’s Welltower WELL Stock Holding History

TABR Capital Management’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 		– Sell
-1,239
Closed -$230K – 76
2025
Q4 		$230K Sell
1,239
-88
-7% -$16.4K 0.15% 47
2025
Q3 		$234K Buy
+1,327
New +$218K 0.16% 44

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

TABR Capital Management's WELL Position: Q1 2026 in Review

TABR Capital Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,239 shares — an estimated $230K sold.

TABR Capital Management first reported a position in WELL in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • TABR Capital Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • TABR Capital Management sold 1,239 Welltower shares in Q1 2026, an estimated $230K.
  • TABR Capital Management first reported a position in Welltower in Q3 2025 and held it in 2 quarters.
  • TABR Capital Management's Welltower position peaked at $234K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on TABR Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.