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Verus Capital Partners’s Welltower WELL Stock Holding History

Verus Capital Partners’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 		$243K Buy
+1,070
New +$226K 0.01% 429
2020
Q1 		$50K Buy
1,100
+385
+54% +$28.4K 0.02% 501
2019
Q4 		$58K Buy
+715
New +$61.2K 0.02% 556

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 $3.38T AUM 44.17% 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

Verus Capital Partners's WELL Position: Q2 2026 in Review

Verus Capital Partners opened a new position in Welltower (WELL) in Q2 2026: 1,070 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Verus Capital Partners previously reported a position in WELL as recently as Q1 2020.

Verus Capital Partners first reported a position in WELL in Q4 2019 and has held it in 3 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Verus Capital Partners held 1,070 shares of Welltower worth $243K as of Q2 2026.
  • Welltower was a new Verus Capital Partners position in Q2 2026.
  • Welltower made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #429 holding.
  • Verus Capital Partners first reported a position in Welltower in Q4 2019 and has held it in 3 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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