WC
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Westerkirk Capital’s Welltower WELL Stock Holding History

Westerkirk 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
Q1 		$686K Hold
3,471
– – 0.07% 125
2025
Q4 		$644K Sell
3,471
-6,529
-65% -$1.22M 0.06% 133
2025
Q3 		$1.78M Hold
10,000
– – 0.2% 96
2025
Q2 		$1.54M Buy
+10,000
New +$1.49M 0.19% 110

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westerkirk Capital's WELL Position: Q1 2026 in Review

Westerkirk Capital held its Welltower (WELL) position steady in Q1 2026 at 3,471 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #125.

Westerkirk Capital first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.78M in Q3 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Westerkirk Capital held 3,471 shares of Welltower worth $686K as of Q1 2026.
  • Westerkirk Capital left its Welltower share count unchanged in Q1 2026.
  • Welltower made up 0.07% of Westerkirk Capital's portfolio in Q1 2026, its #125 holding.
  • Westerkirk Capital first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Welltower position peaked at $1.78M in Q3 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.