Birchbrook’s Welltower WELL Stock Holding History

Birchbrook’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	$13.5K	Buy	60 +1	+2%	+$211	0.01%	191
2026 Q1	$11.7K	Sell	59 -21	-26%	-$4.15K	0.01%	187
2025 Q4	$14.9K	Buy	80 +21	+36%	+$3.92K	0.01%	188
2025 Q3	$10.5K	Hold	59	–	–	0.01%	188
2025 Q2	$9.01K	Buy	59 +1	+2%	+$149	﹤0.01%	196
2025 Q1	$8.94K	Sell	58 -150	-72%	-$21.4K	0.01%	195
2024 Q4	$26.2K	Buy	208 +150	+259%	+$19.7K	0.01%	149
2024 Q3	$7.4K	Buy	58 +1	+2%	+$117	﹤0.01%	196
2024 Q2	$5.99K	Hold	57	–	–	﹤0.01%	208
2024 Q1	$5.34K	Hold	57	–	–	﹤0.01%	219
2023 Q4	$5.12K	Buy	+57	New	+$4.95K	﹤0.01%	239

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

Birchbrook's WELL Position: Q2 2026 in Review

Birchbrook increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $211 and bringing the position to 60 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #191.

Birchbrook first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.2K in Q4 2024. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Birchbrook held 60 shares of Welltower worth $13.5K as of Q2 2026.
Birchbrook bought 1 Welltower share in Q2 2026, an estimated $211.
Welltower made up 0.01% of Birchbrook's portfolio in Q2 2026, its #191 holding.
Birchbrook first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Welltower position peaked at $26.2K in Q4 2024.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.