Twin Capital Management’s Welltower WELL Stock Holding History

Twin 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 Q1	$2.32M	Sell	11,749 -1,181	-9%	-$233K	0.3%	83
2025 Q4	$2.4M	Sell	12,930 -1,683	-12%	-$314K	0.3%	85
2025 Q3	$2.6M	Sell	14,613 -4,572	-24%	-$751K	0.33%	78
2025 Q2	$2.95M	Buy	19,185 +8,397	+78%	+$1.25M	0.31%	84
2025 Q1	$1.65M	Buy	+10,788	New	+$1.54M	0.19%	130

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

Twin Capital Management's WELL Position: Q1 2026 in Review

Twin Capital Management reduced its Welltower (WELL) stake by 9.1% in Q1 2026, selling an estimated $233K and leaving 11,749 shares worth $2.32M. The position accounts for 0.3% of the portfolio, ranked #83.

Twin Capital Management first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.95M in Q2 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Twin Capital Management held 11,749 shares of Welltower worth $2.32M as of Q1 2026.
Twin Capital Management sold 1,181 Welltower shares in Q1 2026, an estimated $233K.
Welltower made up 0.3% of Twin Capital Management's portfolio in Q1 2026, its #83 holding.
Twin Capital Management first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
Twin Capital Management's Welltower position peaked at $2.95M in Q2 2025.
1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.