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TownSquare Capital’s Welltower WELL Stock Holding History

TownSquare Capital’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 		$203K Buy
+895
New +$189K 0.04% 273
2025
Q2 		– Sell
-8,917
Closed -$1.37M – 1598
2025
Q1 		$1.37M Buy
8,917
+2,275
+34% +$324K 0.01% 724
2024
Q4 		$837K Buy
6,642
+1,196
+22% +$157K 0.01% 834
2024
Q3 		$697K Buy
5,446
+2,298
+73% +$268K 0.01% 836
2024
Q2 		$328K Buy
3,148
+431
+16% +$42.2K ﹤0.01% 1034
2024
Q1 		$254K Buy
2,717
+307
+13% +$27.8K ﹤0.01% 1054
2023
Q4 		$217K Buy
+2,410
New +$209K ﹤0.01% 1031

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

TownSquare Capital's WELL Position: Q2 2026 in Review

TownSquare Capital opened a new position in Welltower (WELL) in Q2 2026: 895 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #273 among its holdings. This is a return to the name: TownSquare Capital previously reported a position in WELL as recently as Q1 2025.

TownSquare Capital first reported a position in WELL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • TownSquare Capital held 895 shares of Welltower worth $203K as of Q2 2026.
  • Welltower was a new TownSquare Capital position in Q2 2026.
  • Welltower made up 0.04% of TownSquare Capital's portfolio in Q2 2026, its #273 holding.
  • TownSquare Capital first reported a position in Welltower in Q4 2023 and has held it in 7 quarters since.
  • TownSquare Capital's Welltower position peaked at $1.37M in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TownSquare Capital's 13F filing for Q2 2026, filed 14 Aug 2026.