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Trifecta Capital Advisors’s Welltower WELL Stock Holding History

Trifecta 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 		$681 Buy
+3
New +$634 ﹤0.01% 399
2025
Q4 		– Sell
-15
Closed -$2.67K – 444
2025
Q3 		$2.67K Hold
15
– – ﹤0.01% 313
2025
Q2 		$2.31K Hold
15
– – ﹤0.01% 325
2025
Q1 		$2.3K Hold
15
– – ﹤0.01% 295
2024
Q4 		$1.89K Hold
15
– – ﹤0.01% 309
2024
Q3 		$1.92K Hold
15
– – ﹤0.01% 315
2024
Q2 		$1.56K Hold
15
– – ﹤0.01% 336
2024
Q1 		$1.4K Hold
15
– – ﹤0.01% 342
2023
Q4 		$1.35K Buy
+15
New +$1.3K ﹤0.01% 369

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

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

Trifecta Capital Advisors opened a new position in Welltower (WELL) in Q2 2026: 3 shares worth $681. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in WELL as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in WELL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.67K in Q3 2025. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Trifecta Capital Advisors held 3 shares of Welltower worth $681 as of Q2 2026.
  • Welltower was a new Trifecta Capital Advisors position in Q2 2026.
  • Welltower made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #399 holding.
  • Trifecta Capital Advisors first reported a position in Welltower in Q4 2023 and has held it in 9 quarters since.
  • Trifecta Capital Advisors's Welltower position peaked at $2.67K in Q3 2025.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.