Connor, Clark & Lunn Investment Management (CC&L)
WELL icon

Connor, Clark & Lunn Investment Management (CC&L)’s Welltower WELL Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$36.5M Sell
160,631
-200,462
-56% -$42.4M 0.07% 251
2026
Q1 		$71.4M Buy
361,093
+210,946
+140% +$41.7M 0.16% 136
2025
Q4 		$27.9M Buy
+150,147
New +$28M 0.07% 228
2025
Q1 		– Sell
-62,841
Closed -$7.92M – 1628
2024
Q4 		$7.92M Buy
62,841
+51,148
+437% +$6.71M 0.04% 377
2024
Q3 		$1.5M Buy
+11,693
New +$1.36M 0.01% 748
2024
Q2 		– Sell
-4,408
Closed -$412K – 1724
2024
Q1 		$412K Buy
+4,408
New +$399K ﹤0.01% 1177
2023
Q2 		– Sell
-44,176
Closed -$3.17M – 1527
2023
Q1 		$3.17M Buy
44,176
+13,087
+42% +$949K 0.02% 456
2022
Q4 		$2.04M Buy
31,089
+17,585
+130% +$1.13M 0.01% 538
2022
Q3 		$869K Buy
13,504
+10,018
+287% +$783K 0.01% 686
2022
Q2 		$287K Sell
3,486
-13,192
-79% -$1.17M ﹤0.01% 871
2022
Q1 		$1.6M Buy
+16,678
New +$1.45M 0.01% 552
2021
Q2 		– Sell
-19,231
Closed -$1.38M – 1121
2021
Q1 		$1.38M Buy
+19,231
New +$1.29M 0.01% 636
2020
Q4 		– Sell
-14,986
Closed -$826K – 1055
2020
Q3 		$826K Sell
14,986
-27,474
-65% -$1.51M 0.01% 654
2020
Q2 		$2.2M Buy
+42,460
New +$2.09M 0.02% 439
2018
Q1 		– Sell
-51,400
Closed -$3.28M – 815
2017
Q4 		$3.28M Buy
+51,400
New +$3.45M 0.02% 354
2017
Q1 		– Sell
-19,925
Closed -$1.33M – 1020
2016
Q4 		$1.33M Buy
+19,925
New +$1.32M 0.01% 436

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

Connor, Clark & Lunn Investment Management (CC&L)'s WELL Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Welltower (WELL) stake by 56% in Q2 2026, selling an estimated $42.4M and leaving 160,631 shares worth $36.5M. The position accounts for 0.07% of the portfolio, ranked #251.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WELL in Q4 2016 and has held it in 16 quarters since. The position peaked at $71.4M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 160,631 shares of Welltower worth $36.5M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 200,462 Welltower shares in Q2 2026, an estimated $42.4M.
  • Welltower made up 0.07% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #251 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Welltower in Q4 2016 and has held it in 16 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Welltower position peaked at $71.4M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.