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Azzad Asset Management’s Welltower WELL Stock Holding History

Azzad 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 		$9.16M Buy
40,361
+172
+0.4% +$36.4K 0.81% 18
2026
Q1 		$7.95M Buy
40,189
+7,760
+24% +$1.53M 0.8% 15
2025
Q4 		$6.02M Buy
32,429
+5,217
+19% +$974K 0.59% 30
2025
Q3 		$4.85M Buy
27,212
+4,742
+21% +$779K 0.48% 49
2025
Q2 		$3.45M Buy
22,470
+11,334
+102% +$1.69M 0.37% 84
2025
Q1 		$1.71M Buy
11,136
+259
+2% +$36.9K 0.2% 177
2024
Q4 		$1.37M Buy
10,877
+1,134
+12% +$149K 0.26% 106
2024
Q3 		$1.25M Buy
9,743
+378
+4% +$44.1K 0.14% 209
2024
Q2 		$976K Buy
9,365
+3,286
+54% +$322K 0.12% 225
2024
Q1 		$568K Buy
6,079
+52
+0.9% +$4.71K 0.07% 263
2023
Q4 		$543K Buy
+6,027
New +$523K 0.07% 260
2020
Q2 		– Sell
-5,105
Closed -$234K – 324
2020
Q1 		$234K Buy
5,105
+23
+0.5% +$1.7K 0.07% 291
2019
Q4 		$415K Buy
5,082
+87
+2% +$7.45K 0.05% 314
2019
Q3 		$452K Buy
+4,995
New +$435K 0.06% 305

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

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

Azzad Asset Management increased its Welltower (WELL) stake by 0.43% in Q2 2026, buying an estimated $36.4K and bringing the position to 40,361 shares worth $9.16M. The position accounts for 0.81% of the portfolio, ranked #18.

Azzad Asset Management first reported a position in WELL in Q3 2019 and has held it in 14 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Azzad Asset Management held 40,361 shares of Welltower worth $9.16M as of Q2 2026.
  • Azzad Asset Management bought 172 Welltower shares in Q2 2026, an estimated $36.4K.
  • Welltower made up 0.81% of Azzad Asset Management's portfolio in Q2 2026, its #18 holding.
  • Azzad Asset Management first reported a position in Welltower in Q3 2019 and has held it in 14 quarters since.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Azzad Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.