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Truvestments Capital’s Welltower WELL Stock Holding History

Truvestments 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 		$51.4K Buy
227
+1
+0.4% +$211 0.01% 530
2026
Q1 		$44.6K Sell
226
-24
-10% -$4.74K 0.01% 519
2025
Q4 		$46.4K Sell
250
-28
-10% -$5.23K 0.01% 464
2025
Q3 		$49.5K Buy
278
+33
+13% +$5.42K 0.01% 440
2025
Q2 		$37.7K Sell
245
-26
-10% -$3.88K 0.01% 441
2025
Q1 		$41.5K Buy
+271
New +$38.6K 0.01% 426
2020
Q2 		– Sell
-780
Closed -$35K – 627
2020
Q1 		$35K Buy
+780
New +$57.6K 0.04% 210
2019
Q4 		– Sell
-927
Closed -$84K – 588
2019
Q3 		$84K Buy
927
+93
+11% +$8.09K 0.05% 191
2019
Q2 		$68K Sell
834
-118
-12% -$9.28K 0.05% 230
2019
Q1 		$74K Buy
+952
New +$71.4K 0.06% 194
2018
Q3 		$77K Buy
+1,202
New +$77.6K 0.04% 299

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 $3.38T AUM 44.17% 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

Truvestments Capital's WELL Position: Q2 2026 in Review

Truvestments Capital increased its Welltower (WELL) stake by 0.44% in Q2 2026, buying an estimated $211 and bringing the position to 227 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #530.

Truvestments Capital first reported a position in WELL in Q3 2018 and has held it in 11 quarters since. The position peaked at $84K in Q3 2019. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Truvestments Capital held 227 shares of Welltower worth $51.4K as of Q2 2026.
  • Truvestments Capital bought 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #530 holding.
  • Truvestments Capital first reported a position in Welltower in Q3 2018 and has held it in 11 quarters since.
  • Truvestments Capital's Welltower position peaked at $84K in Q3 2019.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.