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Baring Financial’s Welltower WELL Stock Holding History

Baring Financial’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 		$219K Buy
+963
New +$204K 0.12% 79

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

Baring Financial's WELL Position: Q2 2026 in Review

Baring Financial opened a new position in Welltower (WELL) in Q2 2026: 963 shares worth $219K. The stake represents 0.12% of the portfolio and ranks #79 among its holdings.

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

  • Baring Financial held 963 shares of Welltower worth $219K as of Q2 2026.
  • Welltower was a new Baring Financial position in Q2 2026.
  • Welltower made up 0.12% of Baring Financial's portfolio in Q2 2026, its #79 holding.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.