Avantra Family Wealth’s Welltower WELL Stock Holding History

Avantra Family 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	$345K	Buy	+1,520	New	+$321K	0.22%	129

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Avantra Family Wealth's WELL Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Welltower (WELL) in Q2 2026: 1,520 shares worth $345K. The stake represents 0.22% of the portfolio and ranks #129 among its holdings.

657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Avantra Family Wealth held 1,520 shares of Welltower worth $345K as of Q2 2026.
Welltower was a new Avantra Family Wealth position in Q2 2026.
Welltower made up 0.22% of Avantra Family Wealth's portfolio in Q2 2026, its #129 holding.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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