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Trilogy Capital’s Welltower WELL Stock Holding History

Trilogy 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 		$222K Buy
+977
New +$207K 0.01% 384
2018
Q4 		– Sell
-142
Closed -$9K – 571
2018
Q3 		$9K Buy
+142
New +$9.17K ﹤0.01% 343

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Trilogy Capital's WELL Position: Q2 2026 in Review

Trilogy Capital opened a new position in Welltower (WELL) in Q2 2026: 977 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Trilogy Capital previously reported a position in WELL as recently as Q3 2018.

Trilogy Capital first reported a position in WELL in Q3 2018 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Trilogy Capital held 977 shares of Welltower worth $222K as of Q2 2026.
  • Welltower was a new Trilogy Capital position in Q2 2026.
  • Welltower made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #384 holding.
  • Trilogy Capital first reported a position in Welltower in Q3 2018 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.