TCM
WELL icon

TD Capital Management’s Welltower WELL Stock Holding History

TD 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 		$6.17K Hold
31
– – ﹤0.01% 531
2025
Q4 		$5.79K Hold
31
– – ﹤0.01% 512
2025
Q3 		$5.55K Hold
31
– – ﹤0.01% 488
2025
Q2 		$4.79K Hold
31
– – ﹤0.01% 504
2025
Q1 		$4.77K Buy
31
+26
+520% +$3.71K ﹤0.01% 392
2024
Q4 		$641 Hold
5
– – ﹤0.01% 551
2024
Q3 		$648 Hold
5
– – ﹤0.01% 432
2024
Q2 		$524 Hold
5
– – ﹤0.01% 412
2024
Q1 		$467 Buy
+5
New +$453 ﹤0.01% 458

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

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

TD Capital Management held its Welltower (WELL) position steady in Q1 2026 at 31 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

TD Capital Management first reported a position in WELL in Q1 2024 and has held it in 9 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • TD Capital Management held 31 shares of Welltower worth $6.17K as of Q1 2026.
  • TD Capital Management left its Welltower share count unchanged in Q1 2026.
  • Welltower made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #531 holding.
  • TD Capital Management first reported a position in Welltower in Q1 2024 and has held it in 9 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.