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WELL icon

Certuity’s Welltower WELL Stock Holding History

Certuity’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 		$136K Sell
597
-9
-1% -$1.9K 0.01% 650
2026
Q1 		$120K Sell
606
-900
-60% -$178K 0.01% 627
2025
Q4 		$280K Buy
1,506
+8
+0.5% +$1.49K 0.02% 440
2025
Q3 		$267K Buy
+1,498
New +$246K 0.02% 436

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Certuity's WELL Position: Q2 2026 in Review

Certuity reduced its Welltower (WELL) stake by 1.5% in Q2 2026, selling an estimated $1.9K and leaving 597 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #650.

Certuity first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 534 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Certuity held 597 shares of Welltower worth $136K as of Q2 2026.
  • Certuity sold 9 Welltower shares in Q2 2026, an estimated $1.9K.
  • Welltower made up 0.01% of Certuity's portfolio in Q2 2026, its #650 holding.
  • Certuity first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Certuity's Welltower position peaked at $280K in Q4 2025.
  • 534 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.