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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
Q2 		$7.08K Hold
31
– – ﹤0.01% 501
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 $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

TD Capital Management's WELL Position: Q2 2026 in Review

TD Capital Management held its Welltower (WELL) position steady in Q2 2026 at 31 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

TD Capital Management first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • TD Capital Management held 31 shares of Welltower worth $7.08K as of Q2 2026.
  • TD Capital Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #501 holding.
  • TD Capital Management first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.