EMPI
WELL icon

Elo Mutual Pension Insurance’s Welltower WELL Stock Holding History

Elo Mutual Pension Insurance’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 		$12.7M Buy
55,879
+5,614
+11% +$1.19M 0.16% 107
2026
Q1 		$9.94M Sell
50,265
-377
-0.7% -$74.5K 0.16% 106
2025
Q4 		$9.4M Sell
50,642
-11,256
-18% -$2.1M 0.14% 126
2025
Q3 		$11M Buy
61,898
+13,644
+28% +$2.24M 0.18% 100
2025
Q2 		$7.42M Sell
48,254
-4,496
-9% -$672K 0.15% 112
2025
Q1 		$8.08M Sell
52,750
-9,014
-15% -$1.28M 0.18% 104
2024
Q4 		$7.78M Buy
61,764
+8,983
+17% +$1.18M 0.17% 105
2024
Q3 		$6.76M Sell
52,781
-2,932
-5% -$342K 0.14% 132
2024
Q2 		$5.81M Buy
55,713
+5,223
+10% +$512K 0.14% 128
2024
Q1 		$4.72M Buy
50,490
+5,202
+11% +$471K 0.11% 162
2023
Q4 		$4.08M Buy
45,288
+3,688
+9% +$320K 0.11% 169
2023
Q3 		$3.41M Buy
41,600
+759
+2% +$62.4K 0.11% 166
2023
Q2 		$3.3M Buy
40,841
+3,111
+8% +$240K 0.1% 182
2023
Q1 		$2.71M Buy
37,730
+1,859
+5% +$135K 0.09% 214
2022
Q4 		$2.35M Buy
35,871
+1,775
+5% +$114K 0.08% 225
2022
Q3 		$2.19M Sell
34,096
-1,160
-3% -$90.7K 0.08% 218
2022
Q2 		$2.9M Buy
35,256
+1,022
+3% +$90.9K 0.1% 179
2022
Q1 		$3.29M Buy
34,234
+2,528
+8% +$220K 0.1% 184
2021
Q4 		$2.72M Buy
31,706
+2,392
+8% +$199K 0.08% 221
2021
Q3 		$2.42M Hold
29,314
– – 0.08% 207
2021
Q2 		$2.44M Sell
29,314
-792
-3% -$60.6K 0.08% 212
2021
Q1 		$2.16M Buy
30,106
+437
+1% +$29.3K 0.07% 226
2020
Q4 		$1.92M Buy
+29,669
New +$1.8M 0.06% 238

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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's WELL Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $1.19M and bringing the position to 55,879 shares worth $12.7M. The position accounts for 0.16% of the portfolio, ranked #107.

Elo Mutual Pension Insurance first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Elo Mutual Pension Insurance held 55,879 shares of Welltower worth $12.7M as of Q2 2026.
  • Elo Mutual Pension Insurance bought 5,614 Welltower shares in Q2 2026, an estimated $1.19M.
  • Welltower made up 0.16% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #107 holding.
  • Elo Mutual Pension Insurance first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.