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 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 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

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

Verde Capital Management reduced its Welltower (WELL) stake by 11% in Q1 2026, selling an estimated $338K and leaving 14,036 shares worth $2.78M. The position accounts for 0.59% of the portfolio, ranked #33.

Verde Capital Management first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.95M in Q3 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Verde Capital Management held 14,036 shares of Welltower worth $2.78M as of Q1 2026.
Verde Capital Management sold 1,712 Welltower shares in Q1 2026, an estimated $338K.
Welltower made up 0.59% of Verde Capital Management's portfolio in Q1 2026, its #33 holding.
Verde Capital Management first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
Verde Capital Management's Welltower position peaked at $2.95M in Q3 2025.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Verde Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.