Acadian Asset Management
WELL icon

Acadian Asset Management’s Welltower WELL Stock Holding History

Acadian Asset Management’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 		$38K Sell
169
-22,496
-99% -$4.76M ﹤0.01% 1879
2026
Q1 		$4.47M Sell
22,665
-144,574
-86% -$28.6M 0.01% 741
2025
Q4 		$31M Sell
167,239
-124,699
-43% -$23.3M 0.05% 271
2025
Q3 		$52M Sell
291,938
-81,083
-22% -$13.3M 0.09% 186
2025
Q2 		$57.3M Sell
373,021
-344,892
-48% -$51.5M 0.12% 161
2025
Q1 		$110M Buy
717,913
+610,063
+566% +$86.9M 0.31% 73
2024
Q4 		$13.6M Sell
107,850
-26,147
-20% -$3.43M 0.04% 300
2024
Q3 		$17.1M Buy
133,997
+48,917
+57% +$5.71M 0.05% 254
2024
Q2 		$8.87M Buy
85,080
+84,311
+10,964% +$8.26M 0.03% 379
2024
Q1 		$71K Sell
769
-3,700
-83% -$335K ﹤0.01% 1339
2023
Q4 		$401K Buy
+4,469
New +$388K ﹤0.01% 1081
2021
Q2 		– Sell
-2,765
Closed -$198K – 2233
2021
Q1 		$198K Buy
2,765
+306
+12% +$20.5K ﹤0.01% 1508
2020
Q4 		$159K Sell
2,459
-879
-26% -$53.4K ﹤0.01% 1627
2020
Q3 		$184K Buy
3,338
+2,137
+178% +$117K ﹤0.01% 1484
2020
Q2 		$62K Buy
+1,201
New +$59K ﹤0.01% 1856

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management's WELL Position: Q2 2026 in Review

Acadian Asset Management reduced its Welltower (WELL) stake by 99% in Q2 2026, selling an estimated $4.76M and leaving 169 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Acadian Asset Management first reported a position in WELL in Q2 2020 and has held it in 15 quarters since. The position peaked at $110M in Q1 2025. 1,342 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Acadian Asset Management held 169 shares of Welltower worth $38K as of Q2 2026.
  • Acadian Asset Management sold 22,496 Welltower shares in Q2 2026, an estimated $4.76M.
  • Welltower made up ﹤0.01% of Acadian Asset Management's portfolio in Q2 2026, its #1879 holding.
  • Acadian Asset Management first reported a position in Welltower in Q2 2020 and has held it in 15 quarters since.
  • Acadian Asset Management's Welltower position peaked at $110M in Q1 2025.
  • 1,342 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.