TCA
WELL icon

Transcend Capital Advisors’s Welltower WELL Stock Holding History

Transcend Capital Advisors’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 		$674K Buy
2,970
+658
+28% +$139K 0.05% 362
2026
Q1 		$457K Sell
2,312
-96
-4% -$19K 0.04% 402
2025
Q4 		$447K Buy
2,408
+184
+8% +$34.4K 0.03% 387
2025
Q3 		$396K Buy
2,224
+748
+51% +$123K 0.03% 438
2025
Q2 		$227K Buy
+1,476
New +$221K 0.02% 551

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

Transcend Capital Advisors's WELL Position: Q2 2026 in Review

Transcend Capital Advisors increased its Welltower (WELL) stake by 28% in Q2 2026, buying an estimated $139K and bringing the position to 2,970 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #362.

Transcend Capital Advisors first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Transcend Capital Advisors held 2,970 shares of Welltower worth $674K as of Q2 2026.
  • Transcend Capital Advisors bought 658 Welltower shares in Q2 2026, an estimated $139K.
  • Welltower made up 0.05% of Transcend Capital Advisors's portfolio in Q2 2026, its #362 holding.
  • Transcend Capital Advisors first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.