Vanguard Capital Management
WELL icon

Vanguard Capital Management’s Welltower WELL Stock Holding History

Vanguard 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
Q3 		$10.9B Buy
47,197,550
+1,078,576
+2% +$255M 0.23% 69
2026
Q2 		$10.5B Buy
46,118,974
+766,540
+2% +$162M 0.22% 73
2026
Q1 		$8.97B Buy
+45,352,434
New +$8.96B 0.22% 74

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management's WELL Position: Q3 2026 in Review

Vanguard Capital Management increased its Welltower (WELL) stake by 2.3% in Q3 2026, buying an estimated $255M and bringing the position to 47,197,550 shares worth $10.9B. The position accounts for 0.23% of the portfolio, ranked #69.

Vanguard Capital Management first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Vanguard Capital Management held 47,197,550 shares of Welltower worth $10.9B as of Q3 2026.
  • Vanguard Capital Management bought 1,078,576 Welltower shares in Q3 2026, an estimated $255M.
  • Welltower made up 0.23% of Vanguard Capital Management's portfolio in Q3 2026, its #69 holding.
  • Vanguard Capital Management first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.