Tuttle Capital Management’s Welltower WELL Stock Holding History

Tuttle Capital Management’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	$933K	Hold	4,112	–	–	0.63%	36
2026 Q1	$813K	Hold	4,112	–	–	1.34%	15
2025 Q4	$763K	Sell	4,112 -857	-17%	-$160K	1.69%	25
2025 Q3	$885K	Hold	4,969	–	–	3.35%	1
2025 Q2	$764K	Buy	4,969 +648	+15%	+$96.8K	3.16%	3
2025 Q1	$662K	Buy	4,321 +1,128	+35%	+$161K	2.91%	1
2024 Q4	$402K	Buy	3,193 +824	+35%	+$108K	2.07%	23
2024 Q3	$303K	Buy	2,369 +309	+15%	+$36.1K	1.65%	39
2024 Q2	$214K	Buy	+2,060	New	+$202K	1.28%	43
2019 Q4	–	Sell	-2,509	Closed	-$225K	–	247
2019 Q3	$225K	Sell	2,509 -10,642	-81%	-$926K	0.06%	230
2019 Q2	$1.07M	Sell	13,151 -23,234	-64%	-$1.83M	0.42%	60
2019 Q1	$2.82M	Buy	+36,385	New	+$2.73M	0.57%	57

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tuttle Capital Management's WELL Position: Q2 2026 in Review

Tuttle Capital Management held its Welltower (WELL) position steady in Q2 2026 at 4,112 shares worth $933K. The position accounts for 0.63% of the portfolio, ranked #36.

Tuttle Capital Management first reported a position in WELL in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.82M in Q1 2019. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Tuttle Capital Management held 4,112 shares of Welltower worth $933K as of Q2 2026.
Tuttle Capital Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.63% of Tuttle Capital Management's portfolio in Q2 2026, its #36 holding.
Tuttle Capital Management first reported a position in Welltower in Q1 2019 and has held it in 12 quarters since.
Tuttle Capital Management's Welltower position peaked at $2.82M in Q1 2019.
1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tuttle Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.