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Westover Capital Advisors’s Welltower WELL Stock Holding History

Westover Capital Advisors’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 		$4.64M Sell
23,471
-212
-0.9% -$41.9K 0.85% 31
2025
Q4 		$4.4M Sell
23,683
-1,269
-5% -$237K 0.8% 32
2025
Q3 		$4.44M Sell
24,952
-687
-3% -$113K 0.82% 33
2025
Q2 		$3.94M Sell
25,639
-3,191
-11% -$477K 0.79% 34
2025
Q1 		$4.42M Sell
28,830
-2,403
-8% -$342K 0.98% 23
2024
Q4 		$3.94M Sell
31,233
-1,440
-4% -$189K 0.87% 25
2024
Q3 		$4.18M Sell
32,673
-146
-0.4% -$17K 0.8% 29
2024
Q2 		$3.42M Buy
32,819
+462
+1% +$45.3K 0.88% 26
2024
Q1 		$3.02M Sell
32,357
-1,082
-3% -$98K 0.88% 30
2023
Q4 		$3.02M Buy
33,439
+2,277
+7% +$198K 0.98% 27
2023
Q3 		$2.55M Buy
+31,162
New +$2.56M 0.92% 29
2013
Q4 		– Sell
-4,822
Closed -$323K – 84
2013
Q3 		$323K Buy
4,822
+1,522
+46% +$96.8K 0.33% 59
2013
Q2 		$221K Buy
+3,300
New +$234K 0.22% 68

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

Westover Capital Advisors's WELL Position: Q1 2026 in Review

Westover Capital Advisors reduced its Welltower (WELL) stake by 0.9% in Q1 2026, selling an estimated $41.9K and leaving 23,471 shares worth $4.64M. The position accounts for 0.85% of the portfolio, ranked #31.

Westover Capital Advisors first reported a position in WELL in Q2 2013 and has held it in 13 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Westover Capital Advisors held 23,471 shares of Welltower worth $4.64M as of Q1 2026.
  • Westover Capital Advisors sold 212 Welltower shares in Q1 2026, an estimated $41.9K.
  • Welltower made up 0.85% of Westover Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • Westover Capital Advisors first reported a position in Welltower in Q2 2013 and has held it in 13 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.