WCA
WELL icon

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
Q2 		$5.31M Sell
23,389
-82
-0.3% -$17.3K 0.88% 30
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 $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

Westover Capital Advisors's WELL Position: Q2 2026 in Review

Westover Capital Advisors reduced its Welltower (WELL) stake by 0.35% in Q2 2026, selling an estimated $17.3K and leaving 23,389 shares worth $5.31M. The position accounts for 0.88% of the portfolio, ranked #30.

Westover Capital Advisors first reported a position in WELL in Q2 2013 and has held it in 14 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Westover Capital Advisors held 23,389 shares of Welltower worth $5.31M as of Q2 2026.
  • Westover Capital Advisors sold 82 Welltower shares in Q2 2026, an estimated $17.3K.
  • Welltower made up 0.88% of Westover Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Westover Capital Advisors first reported a position in Welltower in Q2 2013 and has held it in 14 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.