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 Q2	$3.12M	Buy	13,734 +1,985	+17%	+$420K	0.34%	69
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 $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

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

Twin Capital Management increased its Welltower (WELL) stake by 17% in Q2 2026, buying an estimated $420K and bringing the position to 13,734 shares worth $3.12M. The position accounts for 0.34% of the portfolio, ranked #69.

Twin Capital Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Twin Capital Management held 13,734 shares of Welltower worth $3.12M as of Q2 2026.
Twin Capital Management bought 1,985 Welltower shares in Q2 2026, an estimated $420K.
Welltower made up 0.34% of Twin Capital Management's portfolio in Q2 2026, its #69 holding.
Twin Capital Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.