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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elo Mutual Pension Insurance's WELL Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Welltower (WELL) stake by 0.74% in Q1 2026, selling an estimated $74.5K and leaving 50,265 shares worth $9.94M. The position accounts for 0.16% of the portfolio, ranked #106.

Elo Mutual Pension Insurance first reported a position in WELL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11M in Q3 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Elo Mutual Pension Insurance held 50,265 shares of Welltower worth $9.94M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 377 Welltower shares in Q1 2026, an estimated $74.5K.
  • Welltower made up 0.16% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #106 holding.
  • Elo Mutual Pension Insurance first reported a position in Welltower in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's Welltower position peaked at $11M in Q3 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.