Texas Yale Capital Corp’s Welltower WELL Stock Holding History

Texas Yale Capital Corp’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	$1.44M	Buy	6,354 +102	+2%	+$21.6K	0.03%	253
2026 Q1	$1.24M	Sell	6,252 -13	-0.2%	-$2.57K	0.04%	256
2025 Q4	$1.16M	Buy	6,265 +263	+4%	+$49.1K	0.04%	257
2025 Q3	$1.07M	Buy	6,002 +213	+4%	+$35K	0.03%	266
2025 Q2	$890K	Buy	5,789 +58	+1%	+$8.67K	0.03%	265
2025 Q1	$878K	Buy	5,731 +17	+0.3%	+$2.42K	0.04%	276
2024 Q4	$720K	Buy	5,714 +169	+3%	+$22.2K	0.03%	288
2024 Q3	$710K	Buy	5,545 +283	+5%	+$33K	0.03%	300
2024 Q2	$549K	Buy	5,262 +234	+5%	+$22.9K	0.03%	312
2024 Q1	$470K	Buy	5,028 +134	+3%	+$12.1K	0.02%	334
2023 Q4	$441K	Buy	4,894 +4	+0.1%	+$347	0.02%	327
2023 Q3	$401K	Buy	4,890 +130	+3%	+$10.7K	0.02%	329
2023 Q2	$385K	Buy	4,760 +5	+0.1%	+$385	0.02%	337
2023 Q1	$341K	Buy	4,755 +5	+0.1%	+$363	0.02%	362
2022 Q4	$311K	Buy	4,750 +5	+0.1%	+$321	0.02%	373
2022 Q3	$305K	Buy	4,745 +5	+0.1%	+$391	0.02%	362
2022 Q2	$390K	Buy	4,740 +4	+0.1%	+$356	0.03%	330
2022 Q1	$455K	Sell	4,736 -1,406	-23%	-$122K	0.02%	328
2021 Q4	$527K	Buy	6,142 +4	+0.1%	+$333	0.03%	320
2021 Q3	$506K	Buy	6,138 +5	+0.1%	+$430	0.03%	320
2021 Q2	$510K	Sell	6,133 -361	-6%	-$27.6K	0.03%	320
2021 Q1	$465K	Buy	6,494 +5	+0.1%	+$336	0.03%	319
2020 Q4	$419K	Sell	6,489 -3,564	-35%	-$216K	0.03%	333
2020 Q3	$554K	Sell	10,053 -9	-0.1%	-$494	0.04%	284
2020 Q2	$521K	Buy	10,062 +267	+3%	+$13.1K	0.04%	286
2020 Q1	$448K	Sell	9,795 -16,104	-62%	-$1.19M	0.04%	286
2019 Q4	$2.12M	Buy	25,899 +21	+0.1%	+$1.8K	0.15%	137
2019 Q3	$2.35M	Buy	25,878 +5	+0%	+$435	0.17%	117
2019 Q2	$2.11M	Sell	25,873 -27,137	-51%	-$2.13M	0.16%	127
2019 Q1	$4.11M	Buy	53,010 +27,339	+106%	+$2.05M	0.16%	124
2018 Q4	$1.78M	Sell	25,671 -29	-0.1%	-$1.97K	0.16%	122
2018 Q3	$1.65M	Buy	25,700 +7	+0%	+$452	0.13%	155
2018 Q2	$1.61M	Sell	25,693 -2,362	-8%	-$132K	0.14%	142
2018 Q1	$1.53M	Sell	28,055 -2,877	-9%	-$162K	0.13%	153
2017 Q4	$1.97M	Buy	30,932 +5,601	+22%	+$376K	0.17%	116
2017 Q3	$1.78M	Buy	25,331 +931	+4%	+$67.7K	0.15%	126
2017 Q2	$1.83M	Buy	24,400 +6	+0%	+$439	0.16%	116
2017 Q1	$1.73M	Sell	24,394 -1,094	-4%	-$73.8K	0.15%	120
2016 Q4	$1.71M	Buy	25,488 +156	+0.6%	+$10.3K	0.16%	119
2016 Q3	$1.89M	Buy	25,332 +5	+0%	+$383	0.18%	107
2016 Q2	$1.93M	Buy	25,327 +6	+0%	+$426	0.19%	104
2016 Q1	$1.76M	Buy	25,321 +6	+0%	+$387	0.18%	109
2015 Q4	$1.72M	Buy	25,315 +6	+0%	+$392	0.17%	114
2015 Q3	$1.71M	Buy	25,309 +6,071	+32%	+$405K	0.16%	113
2015 Q2	$1.26M	Buy	19,238 +5	+0%	+$359	0.1%	160
2015 Q1	$1.49M	Buy	19,233 +1,724	+10%	+$136K	0.12%	145
2014 Q4	$1.32M	Sell	17,509 -50	-0.3%	-$3.57K	0.11%	139
2014 Q3	$1.09M	Buy	17,559 +2,080	+13%	+$134K	0.1%	148
2014 Q2	$970K	Buy	15,479 +1,365	+10%	+$85.9K	0.12%	152
2014 Q1	$841K	Buy	14,114 +1,791	+15%	+$102K	0.12%	156
2013 Q4	$660K	Sell	12,323 -3,790	-24%	-$225K	0.1%	155
2013 Q3	$1M	Buy	16,113 +5	+0%	+$318	0.17%	123
2013 Q2	$1.08M	Buy	+16,108	New	+$1.14M	0.19%	115

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Texas Yale Capital Corp's WELL Position: Q2 2026 in Review

Texas Yale Capital Corp increased its Welltower (WELL) stake by 1.6% in Q2 2026, buying an estimated $21.6K and bringing the position to 6,354 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #253.

Texas Yale Capital Corp first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.11M in Q1 2019. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Texas Yale Capital Corp held 6,354 shares of Welltower worth $1.44M as of Q2 2026.
Texas Yale Capital Corp bought 102 Welltower shares in Q2 2026, an estimated $21.6K.
Welltower made up 0.03% of Texas Yale Capital Corp's portfolio in Q2 2026, its #253 holding.
Texas Yale Capital Corp first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
Texas Yale Capital Corp's Welltower position peaked at $4.11M in Q1 2019.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.