Congress Asset Management
WELL icon

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
Q3 		$160M Sell
696,783
-24,818
-3% -$5.87M 1.04% 19
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

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Congress Asset Management's WELL Position: Q3 2026 in Review

Congress Asset Management reduced its Welltower (WELL) stake by 3.4% in Q3 2026, selling an estimated $5.87M and leaving 696,783 shares worth $160M. The position accounts for 1.04% of the portfolio, ranked #19.

Congress Asset Management first reported a position in WELL in Q2 2025 and has held it in 6 quarters since. The position peaked at $164M in Q2 2026. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Congress Asset Management held 696,783 shares of Welltower worth $160M as of Q3 2026.
  • Congress Asset Management sold 24,818 Welltower shares in Q3 2026, an estimated $5.87M.
  • Welltower made up 1.04% of Congress Asset Management's portfolio in Q3 2026, its #19 holding.
  • Congress Asset Management first reported a position in Welltower in Q2 2025 and has held it in 6 quarters since.
  • Congress Asset Management's Welltower position peaked at $164M in Q2 2026.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.