Wedmont Private Capital’s Welltower WELL Stock Holding History

Wedmont Private Capital’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	$2.3M	Buy	9,931 +407	+4%	+$86K	0.06%	162
2026 Q1	$1.95M	Buy	9,524 +245	+3%	+$48.4K	0.06%	166
2025 Q4	$1.72M	Buy	9,279 +57	+0.6%	+$10.6K	0.06%	180
2025 Q3	$1.6M	Buy	9,222 +516	+6%	+$84.8K	0.06%	193
2025 Q2	$1.33M	Buy	8,706 +327	+4%	+$48.9K	0.06%	212
2025 Q1	$1.2M	Buy	8,379 +1,158	+16%	+$165K	0.06%	199
2024 Q4	$901K	Buy	7,221 +533	+8%	+$70K	0.05%	242
2024 Q3	$831K	Sell	6,688 -184	-3%	-$21.5K	0.05%	237
2024 Q2	$716K	Buy	6,872 +1,716	+33%	+$168K	0.05%	260
2024 Q1	$474K	Buy	5,156 +123	+2%	+$11.1K	0.03%	332
2023 Q4	$452K	Buy	5,033 +699	+16%	+$60.6K	0.04%	332
2023 Q3	$356K	Buy	4,334 +290	+7%	+$23.9K	0.04%	334
2023 Q2	$323K	Buy	4,044 +623	+18%	+$48K	0.03%	361
2023 Q1	$249K	Buy	+3,421	New	+$248K	0.03%	390

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wedmont Private Capital's WELL Position: Q2 2026 in Review

Wedmont Private Capital increased its Welltower (WELL) stake by 4.3% in Q2 2026, buying an estimated $86K and bringing the position to 9,931 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #162.

Wedmont Private Capital first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 442 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wedmont Private Capital held 9,931 shares of Welltower worth $2.3M as of Q2 2026.
Wedmont Private Capital bought 407 Welltower shares in Q2 2026, an estimated $86K.
Welltower made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #162 holding.
Wedmont Private Capital first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
442 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.