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Alteri Wealth’s Welltower WELL Stock Holding History

Alteri Wealth’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 		$1.02M Buy
4,483
+98
+2% +$20.7K 0.28% 86
2026
Q1 		$867K Sell
4,385
-28
-0.6% -$5.53K 0.28% 85
2025
Q4 		$819K Sell
4,413
-1,041
-19% -$194K 0.27% 90
2025
Q3 		$971K Sell
5,454
-318
-6% -$52.3K 0.33% 71
2025
Q2 		$887K Sell
5,772
-1,148
-17% -$172K 0.34% 69
2025
Q1 		$1.06M Sell
6,920
-256
-4% -$36.5K 0.47% 53
2024
Q4 		$904K Buy
+7,176
New +$942K 0.25% 60

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Alteri Wealth's WELL Position: Q2 2026 in Review

Alteri Wealth increased its Welltower (WELL) stake by 2.2% in Q2 2026, buying an estimated $20.7K and bringing the position to 4,483 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #86.

Alteri Wealth first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q1 2025. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Alteri Wealth held 4,483 shares of Welltower worth $1.02M as of Q2 2026.
  • Alteri Wealth bought 98 Welltower shares in Q2 2026, an estimated $20.7K.
  • Welltower made up 0.28% of Alteri Wealth's portfolio in Q2 2026, its #86 holding.
  • Alteri Wealth first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Welltower position peaked at $1.06M in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.