WBC
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West Branch Capital’s Welltower WELL Stock Holding History

West Branch 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 		$22.7K Buy
+100
New +$21.1K 0.01% 177

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

West Branch Capital's WELL Position: Q2 2026 in Review

West Branch Capital opened a new position in Welltower (WELL) in Q2 2026: 100 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings.

223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • West Branch Capital held 100 shares of Welltower worth $22.7K as of Q2 2026.
  • Welltower was a new West Branch Capital position in Q2 2026.
  • Welltower made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #177 holding.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.