1620 Investment Advisors’s Welltower WELL Stock Holding History

1620 Investment 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	–	Sell	-9	Closed	-$1.88K	–	701
2026 Q1	$1.88K	Hold	9	–	–	﹤0.01%	597
2025 Q4	$1.76K	Hold	9	–	–	﹤0.01%	598
2025 Q3	$1.69K	Hold	9	–	–	﹤0.01%	596
2025 Q2	$1.46K	Hold	9	–	–	﹤0.01%	617
2025 Q1	$1.46K	Hold	9	–	–	﹤0.01%	600
2024 Q4	$1.2K	Sell	9 -10	-53%	-$1.31K	﹤0.01%	618
2024 Q3	$2.43K	Buy	+19	New	+$2.22K	﹤0.01%	565

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

1620 Investment Advisors's WELL Position: Q2 2026 in Review

1620 Investment Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 9 shares — an estimated $1.88K sold.

1620 Investment Advisors first reported a position in WELL in Q3 2024 and held it in 7 quarters. The position peaked at $2.43K in Q3 2024. 335 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

1620 Investment Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
1620 Investment Advisors sold 9 Welltower shares in Q2 2026, an estimated $1.88K.
1620 Investment Advisors first reported a position in Welltower in Q3 2024 and held it in 7 quarters.
1620 Investment Advisors's Welltower position peaked at $2.43K in Q3 2024.
335 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.