Caitong International Asset Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$681 Buy
+3
New +$634 ﹤0.01% 1642
2025
Q3
– Sell
-566
Closed -$87K – 2577
2025
Q2
$87K Buy
+566
New +$84.6K 0.06% 172
2025
Q1
– Sell
-219
Closed -$27.6K – 2560
2024
Q4
$27.6K Buy
+219
New +$28.7K 0.03% 689

Other funds holding WELL

Caitong International Asset Management's WELL Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Welltower (WELL) in Q2 2026: 3 shares worth $681. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings. This is a return to the name: Caitong International Asset Management previously reported a position in WELL as recently as Q2 2025.

Caitong International Asset Management first reported a position in WELL in Q4 2024 and has held it in 3 quarters since. The position peaked at $87K in Q2 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Caitong International Asset Management held 3 shares of Welltower worth $681 as of Q2 2026.
  • Welltower was a new Caitong International Asset Management position in Q2 2026.
  • Welltower made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1642 holding.
  • Caitong International Asset Management first reported a position in Welltower in Q4 2024 and has held it in 3 quarters since.
  • Caitong International Asset Management's Welltower position peaked at $87K in Q2 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.