E Fund Management (HK)’s Welltower WELL Stock Holding History

E Fund Management (HK)’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	$56.3K	Buy	248 +171	+222%	+$36.2K	0.02%	187
2026 Q1	$15.2K	Buy	77 +73	+1,825%	+$14.4K	0.01%	244
2025 Q4	$750	Hold	4	–	–	﹤0.01%	296
2025 Q3	$713	Buy	+4	New	+$657	﹤0.01%	237

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

E Fund Management (HK)'s WELL Position: Q2 2026 in Review

E Fund Management (HK) increased its Welltower (WELL) stake by 222% in Q2 2026, buying an estimated $36.2K and bringing the position to 248 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #187.

E Fund Management (HK) first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

E Fund Management (HK) held 248 shares of Welltower worth $56.3K as of Q2 2026.
E Fund Management (HK) bought 171 Welltower shares in Q2 2026, an estimated $36.2K.
Welltower made up 0.02% of E Fund Management (HK)'s portfolio in Q2 2026, its #187 holding.
E Fund Management (HK) first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.