E Fund Management’s Welltower WELL Stock Holding History

E Fund 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	$603K	Buy	2,658 +86	+3%	+$18.2K	0.01%	232
2026 Q1	$509K	Buy	+2,572	New	+$508K	0.02%	291
2025 Q2	$236K	Sell	1,535 -55	-3%	-$8.22K	0.01%	341
2025 Q1	$244K	Buy	+1,590	New	+$227K	0.01%	342

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's WELL Position: Q2 2026 in Review

E Fund Management increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $18.2K and bringing the position to 2,658 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #232.

E Fund Management first reported a position in WELL in Q1 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 held 2,658 shares of Welltower worth $603K as of Q2 2026.
E Fund Management bought 86 Welltower shares in Q2 2026, an estimated $18.2K.
Welltower made up 0.01% of E Fund Management's portfolio in Q2 2026, its #232 holding.
E Fund Management first reported a position in Welltower in Q1 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's 13F filing for Q2 2026, filed 11 Aug 2026.