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Foresight Group’s Welltower WELL Stock Holding History

Foresight Group’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 		$595K Hold
2,598
– – 0.11% 58
2026
Q1 		$507K Hold
2,598
– – 0.09% 55
2025
Q4 		$488K Buy
+2,598
New +$485K 0.07% 57

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Foresight Group's WELL Position: Q2 2026 in Review

Foresight Group held its Welltower (WELL) position steady in Q2 2026 at 2,598 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #58.

Foresight Group first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Foresight Group held 2,598 shares of Welltower worth $595K as of Q2 2026.
  • Foresight Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.11% of Foresight Group's portfolio in Q2 2026, its #58 holding.
  • Foresight Group first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Foresight Group's 13F filing for Q2 2026, filed 27 Jul 2026.