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E. Ohman J:or Asset Management’s Welltower WELL Stock Holding History

E. Ohman J:or 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
Q2 		$5.35M Sell
23,555
-5,830
-20% -$1.23M 0.12% 96
2026
Q1 		$5.81M Buy
29,385
+200
+0.7% +$39.5K 0.15% 86
2025
Q4 		$5.42M Buy
29,185
+1,591
+6% +$297K 0.13% 93
2025
Q3 		$4.92M Hold
27,594
– – 0.12% 95
2025
Q2 		$4.24M Sell
27,594
-280
-1% -$41.8K 0.11% 101
2025
Q1 		$4.27M Sell
27,874
-800
-3% -$114K 0.11% 100
2024
Q4 		$3.61M Buy
28,674
+4,620
+19% +$606K 0.08% 112
2024
Q3 		$3.08M Sell
24,054
-350
-1% -$40.8K 0.08% 115
2024
Q2 		$2.54M Buy
24,404
+2,200
+10% +$216K 0.06% 131
2024
Q1 		$2.07M Buy
22,204
+1,500
+7% +$136K 0.05% 150
2023
Q4 		$1.87M Sell
20,704
-2,200
-10% -$191K 0.07% 134
2023
Q3 		$1.88M Buy
22,904
+1,200
+6% +$98.7K 0.07% 143
2023
Q2 		$1.76M Hold
21,704
– – 0.06% 169
2023
Q1 		$1.56M Buy
21,704
+1,800
+9% +$131K 0.06% 187
2022
Q4 		$1.3M Hold
19,904
– – 0.06% 203
2022
Q3 		$1.28M Hold
19,904
– – 0.06% 193
2022
Q2 		$1.64M Hold
19,904
– – 0.07% 162
2022
Q1 		$1.91M Sell
19,904
-1,900
-9% -$165K 0.06% 182
2021
Q4 		$1.87M Buy
21,804
+2,600
+14% +$217K 0.05% 207
2021
Q3 		$1.58M Buy
19,204
+2,500
+15% +$215K 0.05% 218
2021
Q2 		$1.39M Hold
16,704
– – 0.04% 240
2021
Q1 		$1.2M Sell
16,704
-3,700
-18% -$248K 0.04% 231
2020
Q4 		$1.32M Buy
20,404
+2,900
+17% +$176K 0.05% 194
2020
Q3 		$964K Buy
17,504
+3,000
+21% +$165K 0.05% 189
2020
Q2 		$751K Hold
14,504
– – 0.04% 205
2020
Q1 		$664K Sell
14,504
-5,400
-27% -$398K 0.05% 182
2019
Q4 		$1.63M Buy
19,904
+1,304
+7% +$112K 0.09% 136
2019
Q3 		$1.69M Buy
18,600
+2,000
+12% +$174K 0.11% 114
2019
Q2 		$1.35M Buy
16,600
+700
+4% +$55K 0.09% 129
2019
Q1 		$1.23M Hold
15,900
– – 0.08% 135
2018
Q4 		$1.1M Sell
15,900
-1,000
-6% -$68K 0.08% 136
2018
Q3 		$1.09M Buy
16,900
+1,800
+12% +$116K 0.07% 163
2018
Q2 		$947K Buy
15,100
+5,000
+50% +$279K 0.07% 166
2018
Q1 		$550K Hold
10,100
– – 0.04% 232
2017
Q4 		$644K Sell
10,100
-300
-3% -$20.1K 0.05% 213
2017
Q3 		$731K Buy
10,400
+300
+3% +$21.8K 0.07% 192
2017
Q2 		$756K Hold
10,100
– – 0.08% 179
2017
Q1 		$715K Buy
10,100
+2,300
+29% +$155K 0.09% 192
2016
Q4 		$522K Hold
7,800
– – 0.07% 206
2016
Q3 		$583K Buy
7,800
+1,300
+20% +$99.5K 0.09% 165
2016
Q2 		$495K Hold
6,500
– – 0.08% 180
2016
Q1 		$451K Sell
6,500
-800
-11% -$51.6K 0.08% 184
2015
Q4 		$497K Hold
7,300
– – 0.09% 168
2015
Q3 		$494K Buy
+7,300
New +$488K 0.13% 147

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

E. Ohman J:or Asset Management's WELL Position: Q2 2026 in Review

E. Ohman J:or Asset Management reduced its Welltower (WELL) stake by 20% in Q2 2026, selling an estimated $1.23M and leaving 23,555 shares worth $5.35M. The position accounts for 0.12% of the portfolio, ranked #96.

E. Ohman J:or Asset Management first reported a position in WELL in Q3 2015 and has held it in 44 quarters since. The position peaked at $5.81M in Q1 2026. 996 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • E. Ohman J:or Asset Management held 23,555 shares of Welltower worth $5.35M as of Q2 2026.
  • E. Ohman J:or Asset Management sold 5,830 Welltower shares in Q2 2026, an estimated $1.23M.
  • Welltower made up 0.12% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #96 holding.
  • E. Ohman J:or Asset Management first reported a position in Welltower in Q3 2015 and has held it in 44 quarters since.
  • E. Ohman J:or Asset Management's Welltower position peaked at $5.81M in Q1 2026.
  • 996 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.