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Cidel Asset Management’s Welltower WELL Stock Holding History

Cidel 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 		$303K Hold
1,336
– – 0.01% 359
2026
Q1 		$264K Buy
1,336
+167
+14% +$33K 0.01% 350
2025
Q4 		$217K Sell
1,169
-106
-8% -$19.8K 0.02% 340
2025
Q3 		$227K Sell
1,275
-91
-7% -$15K 0.01% 322
2025
Q2 		$210K Sell
1,366
-133
-9% -$19.9K 0.01% 335
2025
Q1 		$230K Sell
1,499
-154
-9% -$21.9K 0.02% 296
2024
Q4 		$208K Sell
1,653
-98
-6% -$12.9K 0.01% 321
2024
Q3 		$224K Buy
+1,751
New +$204K 0.02% 312

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

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

Cidel Asset Management held its Welltower (WELL) position steady in Q2 2026 at 1,336 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #359.

Cidel Asset Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Cidel Asset Management held 1,336 shares of Welltower worth $303K as of Q2 2026.
  • Cidel Asset Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #359 holding.
  • Cidel Asset Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.