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Verdence Capital Advisors’s Welltower WELL Stock Holding History

Verdence Capital Advisors’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 		$333K Buy
1,467
+54
+4% +$11.4K 0.02% 521
2026
Q1 		$279K Buy
1,413
+28
+2% +$5.53K 0.02% 544
2025
Q4 		$257K Buy
1,385
+56
+4% +$10.5K 0.02% 563
2025
Q3 		$243K Sell
1,329
-838
-39% -$138K 0.01% 629
2025
Q2 		$333K Buy
2,167
+22
+1% +$3.29K 0.02% 525
2025
Q1 		$329K Buy
2,145
+20
+0.9% +$2.85K 0.03% 506
2024
Q4 		$268K Hold
2,125
– – 0.02% 544
2024
Q3 		$272K Buy
2,125
+5
+0.2% +$583 0.02% 549
2024
Q2 		$221K Buy
+2,120
New +$208K 0.02% 555
2020
Q2 		– Sell
-10,835
Closed -$496K – 368
2020
Q1 		$496K Buy
10,835
+2,215
+26% +$163K 0.15% 159
2019
Q4 		$705K Sell
8,620
-407
-5% -$34.8K 0.17% 136
2019
Q3 		$818K Sell
9,027
-330
-4% -$28.7K 0.23% 123
2019
Q2 		$763K Sell
9,357
-2,629
-22% -$207K 0.22% 127
2019
Q1 		$930K Buy
11,986
+222
+2% +$16.7K 0.25% 110
2018
Q4 		$817K Sell
11,764
-222
-2% -$15.1K 0.23% 101
2018
Q3 		$771K Sell
11,986
-449
-4% -$29K 0.19% 118
2018
Q2 		$780K Sell
12,435
-648
-5% -$36.1K 0.19% 126
2018
Q1 		$712K Buy
13,083
+4,873
+59% +$275K 0.17% 138
2017
Q4 		$524K Buy
+8,210
New +$551K 0.12% 147

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Verdence Capital Advisors's WELL Position: Q2 2026 in Review

Verdence Capital Advisors increased its Welltower (WELL) stake by 3.8% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,467 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #521.

Verdence Capital Advisors first reported a position in WELL in Q4 2017 and has held it in 19 quarters since. The position peaked at $930K in Q1 2019. 689 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Verdence Capital Advisors held 1,467 shares of Welltower worth $333K as of Q2 2026.
  • Verdence Capital Advisors bought 54 Welltower shares in Q2 2026, an estimated $11.4K.
  • Welltower made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #521 holding.
  • Verdence Capital Advisors first reported a position in Welltower in Q4 2017 and has held it in 19 quarters since.
  • Verdence Capital Advisors's Welltower position peaked at $930K in Q1 2019.
  • 689 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.