AP
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Appleton Partners’s Welltower WELL Stock Holding History

Appleton Partners’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 		$22.3M Buy
98,216
+3,110
+3% +$657K 1.37% 18
2026
Q1 		$18.8M Buy
95,106
+2,140
+2% +$423K 1.31% 18
2025
Q4 		$17.3M Buy
92,966
+3,386
+4% +$632K 1.14% 21
2025
Q3 		$16M Buy
89,580
+150
+0.2% +$24.7K 1.07% 26
2025
Q2 		$13.7M Buy
89,430
+7,800
+10% +$1.17M 0.97% 29
2025
Q1 		$12.5M Buy
81,630
+55,511
+213% +$7.91M 0.97% 33
2024
Q4 		$3.29M Buy
26,119
+115
+0.4% +$15.1K 0.24% 89
2024
Q3 		$3.33M Sell
26,004
-200
-0.8% -$23.3K 0.24% 90
2024
Q2 		$2.73M Sell
26,204
-115
-0.4% -$11.3K 0.21% 94
2024
Q1 		$2.46M Buy
26,319
+1,365
+5% +$124K 0.19% 103
2023
Q4 		$2.25M Buy
24,954
+720
+3% +$62.5K 0.18% 104
2023
Q3 		$1.99M Buy
24,234
+2,415
+11% +$199K 0.18% 104
2023
Q2 		$1.76M Buy
21,819
+12,671
+139% +$976K 0.15% 115
2023
Q1 		$656K Buy
9,148
+955
+12% +$69.3K 0.06% 184
2022
Q4 		$537K Buy
+8,193
New +$527K 0.05% 197
2017
Q3 		– Sell
-2,725
Closed -$204K – 254
2017
Q2 		$204K Buy
+2,725
New +$199K 0.03% 237
2016
Q4 		– Sell
-2,725
Closed -$204K – 215
2016
Q3 		$204K Hold
2,725
– – 0.04% 205
2016
Q2 		$208K Buy
+2,725
New +$194K 0.04% 196
2016
Q1 		– Sell
-2,950
Closed -$201K – 214
2015
Q4 		$201K Buy
+2,950
New +$193K 0.04% 205
2015
Q2 		– Sell
-2,950
Closed -$228K – 191
2015
Q1 		$228K Sell
2,950
-125
-4% -$9.84K 0.05% 168
2014
Q4 		$233K Buy
+3,075
New +$220K 0.05% 164

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Appleton Partners's WELL Position: Q2 2026 in Review

Appleton Partners increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $657K and bringing the position to 98,216 shares worth $22.3M. The position accounts for 1.37% of the portfolio, ranked #18.

Appleton Partners first reported a position in WELL in Q4 2014 and has held it in 21 quarters since. 308 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Appleton Partners held 98,216 shares of Welltower worth $22.3M as of Q2 2026.
  • Appleton Partners bought 3,110 Welltower shares in Q2 2026, an estimated $657K.
  • Welltower made up 1.37% of Appleton Partners's portfolio in Q2 2026, its #18 holding.
  • Appleton Partners first reported a position in Welltower in Q4 2014 and has held it in 21 quarters since.
  • 308 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.