Congress Asset Management’s Welltower WELL Stock Holding History

Congress 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	$164M	Sell	721,601 -28,599	-4%	-$6.05M	1.01%	24
2026 Q1	$148M	Sell	750,200 -3,130	-0.4%	-$619K	1.06%	18
2025 Q4	$140M	Buy	753,330 +164,708	+28%	+$30.8M	0.98%	22
2025 Q3	$105M	Buy	588,622 +9,777	+2%	+$1.61M	0.7%	53
2025 Q2	$89M	Buy	+578,845	New	+$86.5M	0.61%	60

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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

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

Congress Asset Management reduced its Welltower (WELL) stake by 3.8% in Q2 2026, selling an estimated $6.05M and leaving 721,601 shares worth $164M. The position accounts for 1.01% of the portfolio, ranked #24.

Congress Asset Management first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Congress Asset Management held 721,601 shares of Welltower worth $164M as of Q2 2026.
Congress Asset Management sold 28,599 Welltower shares in Q2 2026, an estimated $6.05M.
Welltower made up 1.01% of Congress Asset Management's portfolio in Q2 2026, its #24 holding.
Congress Asset Management first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.