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Verde Capital Management’s Welltower WELL Stock Holding History

Verde 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 		$3.06M Sell
13,469
-567
-4% -$120K 0.57% 36
2026
Q1 		$2.78M Sell
14,036
-1,712
-11% -$338K 0.59% 33
2025
Q4 		$2.92M Sell
15,748
-836
-5% -$156K 0.62% 32
2025
Q3 		$2.95M Buy
16,584
+89
+0.5% +$14.6K 0.65% 32
2025
Q2 		$2.54M Buy
16,495
+425
+3% +$63.5K 0.63% 30
2025
Q1 		$2.46M Buy
16,070
+187
+1% +$26.6K 0.7% 30
2024
Q4 		$2M Buy
15,883
+684
+5% +$89.8K 0.56% 31
2024
Q3 		$1.95M Buy
15,199
+367
+2% +$42.8K 0.58% 30
2024
Q2 		$1.55M Buy
14,832
+2,797
+23% +$274K 0.49% 30
2024
Q1 		$1.12M Buy
12,035
+7,088
+143% +$642K 0.39% 28
2023
Q4 		$446K Buy
+4,947
New +$429K 0.17% 35

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Verde Capital Management reduced its Welltower (WELL) stake by 4% in Q2 2026, selling an estimated $120K and leaving 13,469 shares worth $3.06M. The position accounts for 0.57% of the portfolio, ranked #36.

Verde Capital Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Verde Capital Management held 13,469 shares of Welltower worth $3.06M as of Q2 2026.
  • Verde Capital Management sold 567 Welltower shares in Q2 2026, an estimated $120K.
  • Welltower made up 0.57% of Verde Capital Management's portfolio in Q2 2026, its #36 holding.
  • Verde Capital Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.