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Blueshift Asset Management’s Welltower WELL Stock Holding History

Blueshift 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 		– Sell
-1,017
Closed -$201K – 770
2026
Q1 		$201K Buy
+1,017
New +$201K 0.06% 451
2022
Q2 		– Sell
-22,991
Closed -$2.21M – 1029
2022
Q1 		$2.21M Buy
22,991
+4,126
+22% +$358K 0.2% 136
2021
Q4 		$1.62M Sell
18,865
-105,650
-85% -$8.81M 0.14% 191
2021
Q3 		$10.3M Buy
+124,515
New +$10.7M 0.57% 29
2019
Q3 		– Sell
-20,205
Closed -$1.65M – 985
2019
Q2 		$1.65M Sell
20,205
-395
-2% -$31.1K 0.22% 137
2019
Q1 		$1.6M Buy
+20,600
New +$1.55M 0.22% 135

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Blueshift Asset Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,017 shares — an estimated $201K sold.

Blueshift Asset Management first reported a position in WELL in Q1 2019 and held it in 6 quarters. The position peaked at $10.3M in Q3 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Blueshift Asset Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 1,017 Welltower shares in Q2 2026, an estimated $201K.
  • Blueshift Asset Management first reported a position in Welltower in Q1 2019 and held it in 6 quarters.
  • Blueshift Asset Management's Welltower position peaked at $10.3M in Q3 2021.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.