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Tower Research Capital (TRC)’s Welltower WELL Stock Holding History

Tower Research Capital (TRC)’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 		$8.3M Buy
42,002
+21,917
+109% +$4.33M 0.22% 78
2025
Q4 		$3.73M Buy
20,085
+3,792
+23% +$708K 0.09% 197
2025
Q3 		$2.9M Sell
16,293
-35,732
-69% -$5.87M 0.08% 214
2025
Q2 		$8M Buy
52,025
+15,650
+43% +$2.34M 0.22% 76
2025
Q1 		$5.57M Buy
36,375
+12,702
+54% +$1.81M 0.17% 94
2024
Q4 		$2.98M Sell
23,673
-6,157
-21% -$808K 0.06% 257
2024
Q3 		$3.82M Sell
29,830
-30,596
-51% -$3.57M 0.1% 132
2024
Q2 		$6.3M Buy
60,426
+31,650
+110% +$3.1M 0.11% 155
2024
Q1 		$2.69M Sell
28,776
-59,331
-67% -$5.37M 0.06% 217
2023
Q4 		$7.94M Buy
88,107
+65,999
+299% +$5.73M 0.1% 165
2023
Q3 		$1.81M Sell
22,108
-13,120
-37% -$1.08M 0.06% 336
2023
Q2 		$2.85M Buy
35,228
+21,056
+149% +$1.62M 0.09% 145
2023
Q1 		$1.02M Sell
14,172
-1,354
-9% -$98.2K 0.03% 440
2022
Q4 		$1.02M Sell
15,526
-2,817
-15% -$181K 0.04% 368
2022
Q3 		$1.18M Sell
18,343
-9,737
-35% -$761K 0.02% 631
2022
Q2 		$2.31M Sell
28,080
-98,605
-78% -$8.77M 0.05% 317
2022
Q1 		$12.2M Buy
126,685
+70,265
+125% +$6.1M 0.12% 149
2021
Q4 		$4.84M Buy
56,420
+28,360
+101% +$2.36M 0.08% 194
2021
Q3 		$2.31M Buy
28,060
+12,880
+85% +$1.11M 0.06% 228
2021
Q2 		$1.26M Sell
15,180
-47,071
-76% -$3.6M 0.03% 504
2021
Q1 		$4.46M Buy
62,251
+28,836
+86% +$1.94M 0.08% 237
2020
Q4 		$2.16M Buy
33,415
+3,513
+12% +$213K 0.07% 206
2020
Q3 		$1.65M Buy
29,902
+20,982
+235% +$1.15M 0.02% 528
2020
Q2 		$462K Buy
8,920
+7,620
+586% +$374K 0.02% 1099
2020
Q1 		$60K Sell
1,300
-814
-39% -$60.1K ﹤0.01% 1212
2019
Q4 		$173K Sell
2,114
-5,608
-73% -$480K 0.01% 651
2019
Q3 		$700K Sell
7,722
-16,929
-69% -$1.47M 0.05% 427
2019
Q2 		$2.01M Buy
24,651
+11,935
+94% +$938K 0.14% 113
2019
Q1 		$986K Sell
12,716
-3,817
-23% -$286K 0.06% 288
2018
Q4 		$1.15M Buy
16,533
+15,587
+1,648% +$1.06M 0.08% 240
2018
Q3 		$61K Sell
946
-31,044
-97% -$2.01M ﹤0.01% 1647
2018
Q2 		$2M Buy
+31,990
New +$1.78M 0.11% 167
2018
Q1 		– Sell
-21
Closed -$1K – 3897
2017
Q4 		$1K Sell
21
-587
-97% -$39.4K ﹤0.01% 3373
2017
Q3 		$43K Buy
608
+525
+633% +$38.2K ﹤0.01% 2106
2017
Q2 		$6K Sell
83
-796
-91% -$58.2K ﹤0.01% 1920
2017
Q1 		$62K Sell
879
-6,199
-88% -$418K 0.01% 647
2016
Q4 		$474K Buy
7,078
+6,547
+1,233% +$434K 0.05% 362
2016
Q3 		$40K Buy
531
+528
+17,600% +$40.4K ﹤0.01% 1259
2016
Q2 		$0 Buy
+3
New +$213 ﹤0.01% 5044
2016
Q1 		– Sell
-129
Closed -$9K – 5015
2015
Q4 		$9K Sell
129
-38
-23% -$2.48K ﹤0.01% 2309
2015
Q3 		$11K Buy
+167
New +$11.2K ﹤0.01% 2249
2015
Q2 		– Sell
-11,077
Closed -$857K – 5093
2015
Q1 		$857K Buy
11,077
+10,832
+4,421% +$853K 0.11% 122
2014
Q4 		$19K Sell
245
-416
-63% -$29.7K ﹤0.01% 1641
2014
Q3 		$41K Buy
661
+374
+130% +$24.1K ﹤0.01% 1705
2014
Q2 		$18K Buy
+287
New +$18.1K ﹤0.01% 1911
2014
Q1 		– Sell
-5,467
Closed -$293K – 4991
2013
Q4 		$293K Buy
5,467
+5,404
+8,578% +$321K 0.05% 354
2013
Q3 		$4K Sell
63
-1,896
-97% -$121K ﹤0.01% 3827
2013
Q2 		$131K Buy
+1,959
New +$139K 0.01% 401

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

Tower Research Capital (TRC)'s WELL Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Welltower (WELL) stake by 109% in Q1 2026, buying an estimated $4.33M and bringing the position to 42,002 shares worth $8.3M. The position accounts for 0.22% of the portfolio, ranked #78.

Tower Research Capital (TRC) first reported a position in WELL in Q2 2013 and has held it in 48 quarters since. The position peaked at $12.2M in Q1 2022. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Tower Research Capital (TRC) held 42,002 shares of Welltower worth $8.3M as of Q1 2026.
  • Tower Research Capital (TRC) bought 21,917 Welltower shares in Q1 2026, an estimated $4.33M.
  • Welltower made up 0.22% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #78 holding.
  • Tower Research Capital (TRC) first reported a position in Welltower in Q2 2013 and has held it in 48 quarters since.
  • Tower Research Capital (TRC)'s Welltower position peaked at $12.2M in Q1 2022.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.