Cardano Risk Management’s Welltower WELL Stock Holding History

Cardano Risk 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	$243M	Buy	1,069,814 +72,514	+7%	+$15.3M	1.87%	15
2026 Q1	$197M	Buy	997,300 +45,946	+5%	+$9.08M	1.93%	14
2025 Q4	$177M	Buy	951,354 +49,830	+6%	+$9.31M	1.78%	14
2025 Q3	$161M	Buy	901,524 +64,359	+8%	+$10.6M	1.71%	16
2025 Q2	$129M	Buy	837,165 +178,402	+27%	+$26.7M	1.65%	16
2025 Q1	$101M	Buy	+658,763	New	+$93.9M	1.6%	21

Other funds holding WELL

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cardano Risk Management's WELL Position: Q2 2026 in Review

Cardano Risk Management increased its Welltower (WELL) stake by 7.3% in Q2 2026, buying an estimated $15.3M and bringing the position to 1,069,814 shares worth $243M. The position accounts for 1.87% of the portfolio, ranked #15.

Cardano Risk Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Cardano Risk Management held 1,069,814 shares of Welltower worth $243M as of Q2 2026.
Cardano Risk Management bought 72,514 Welltower shares in Q2 2026, an estimated $15.3M.
Welltower made up 1.87% of Cardano Risk Management's portfolio in Q2 2026, its #15 holding.
Cardano Risk Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
330 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cardano Risk Management's 13F filing for Q2 2026, filed 9 Jul 2026.