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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Truvestments Capital's WELL Position: Q1 2026 in Review

Truvestments Capital reduced its Welltower (WELL) stake by 9.6% in Q1 2026, selling an estimated $4.74K and leaving 226 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #519.

Truvestments Capital first reported a position in WELL in Q3 2018 and has held it in 10 quarters since. The position peaked at $84K in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Truvestments Capital held 226 shares of Welltower worth $44.6K as of Q1 2026.
Truvestments Capital sold 24 Welltower shares in Q1 2026, an estimated $4.74K.
Welltower made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #519 holding.
Truvestments Capital first reported a position in Welltower in Q3 2018 and has held it in 10 quarters since.
Truvestments Capital's Welltower position peaked at $84K in Q3 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.