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AlTi Global’s Welltower WELL Stock Holding History

AlTi Global’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 		$509K Buy
2,243
+618
+38% +$131K 0.01% 355
2026
Q1 		$321K Sell
1,625
-510
-24% -$101K 0.01% 355
2025
Q4 		$396K Buy
+2,135
New +$399K 0.01% 343

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AlTi Global's WELL Position: Q2 2026 in Review

AlTi Global increased its Welltower (WELL) stake by 38% in Q2 2026, buying an estimated $131K and bringing the position to 2,243 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #355.

AlTi Global first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AlTi Global held 2,243 shares of Welltower worth $509K as of Q2 2026.
  • AlTi Global bought 618 Welltower shares in Q2 2026, an estimated $131K.
  • Welltower made up 0.01% of AlTi Global's portfolio in Q2 2026, its #355 holding.
  • AlTi Global first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.