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
Q2 		$788K Hold
3,471
– – 0.08% 128
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 $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 $3.37T AUM 44.26% 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

Westerkirk Capital's WELL Position: Q2 2026 in Review

Westerkirk Capital held its Welltower (WELL) position steady in Q2 2026 at 3,471 shares worth $788K. The position accounts for 0.08% of the portfolio, ranked #128.

Westerkirk Capital first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q3 2025. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Westerkirk Capital held 3,471 shares of Welltower worth $788K as of Q2 2026.
  • Westerkirk Capital left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.08% of Westerkirk Capital's portfolio in Q2 2026, its #128 holding.
  • Westerkirk Capital first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Welltower position peaked at $1.78M in Q3 2025.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.