Fisher Asset Management
WELL icon

Fisher Asset Management’s Welltower WELL Stock Holding History

Fisher 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 		$450K Buy
1,983
+583
+42% +$123K ﹤0.01% 831
2026
Q1 		$277K Sell
1,400
-310
-18% -$61.3K ﹤0.01% 920
2025
Q4 		$317K Buy
1,710
+123
+8% +$23K ﹤0.01% 878
2025
Q3 		$283K Buy
+1,587
New +$261K ﹤0.01% 904

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

Fisher Asset Management's WELL Position: Q2 2026 in Review

Fisher Asset Management increased its Welltower (WELL) stake by 42% in Q2 2026, buying an estimated $123K and bringing the position to 1,983 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Fisher Asset Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fisher Asset Management held 1,983 shares of Welltower worth $450K as of Q2 2026.
  • Fisher Asset Management bought 583 Welltower shares in Q2 2026, an estimated $123K.
  • Welltower made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #831 holding.
  • Fisher Asset Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.