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Diversified Trust’s Welltower WELL Stock Holding History

Diversified Trust’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 		$1.14M Sell
5,007
-336
-6% -$71K 0.02% 459
2026
Q1 		$1.06M Sell
5,343
-4,403
-45% -$870K 0.02% 446
2025
Q4 		$1.81M Sell
9,746
-4,075
-29% -$761K 0.03% 284
2025
Q3 		$2.46M Sell
13,821
-4,108
-23% -$675K 0.05% 214
2025
Q2 		$2.76M Sell
17,929
-10,782
-38% -$1.61M 0.06% 176
2025
Q1 		$4.4M Buy
28,711
+18,301
+176% +$2.61M 0.11% 111
2024
Q4 		$1.31M Sell
10,410
-8,064
-44% -$1.06M 0.03% 308
2024
Q3 		$2.37M Buy
18,474
+8,940
+94% +$1.04M 0.06% 206
2024
Q2 		$994K Buy
9,534
+5,579
+141% +$547K 0.03% 330
2024
Q1 		$370K Sell
3,955
-1,761
-31% -$159K 0.01% 595
2023
Q4 		$515K Buy
5,716
+1,933
+51% +$168K 0.02% 493
2023
Q3 		$310K Buy
3,783
+86
+2% +$7.07K 0.01% 608
2023
Q2 		$299K Buy
3,697
+102
+3% +$7.86K 0.01% 624
2023
Q1 		$258K Buy
+3,595
New +$261K 0.01% 681
2020
Q4 		– Sell
-3,708
Closed -$204K – 785
2020
Q3 		$204K Buy
+3,708
New +$204K 0.01% 576

Other funds holding WELL

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's WELL Position: Q2 2026 in Review

Diversified Trust reduced its Welltower (WELL) stake by 6.3% in Q2 2026, selling an estimated $71K and leaving 5,007 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #459.

Diversified Trust first reported a position in WELL in Q3 2020 and has held it in 15 quarters since. The position peaked at $4.4M in Q1 2025. 236 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Diversified Trust held 5,007 shares of Welltower worth $1.14M as of Q2 2026.
  • Diversified Trust sold 336 Welltower shares in Q2 2026, an estimated $71K.
  • Welltower made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #459 holding.
  • Diversified Trust first reported a position in Welltower in Q3 2020 and has held it in 15 quarters since.
  • Diversified Trust's Welltower position peaked at $4.4M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.