GI
WELL icon

GAMMA Investing’s Welltower WELL Stock Holding History

GAMMA Investing’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 		$4.2M Buy
18,496
+1,968
+12% +$416K 0.16% 102
2026
Q1 		$3.27M Buy
16,528
+1,262
+8% +$249K 0.15% 103
2025
Q4 		$2.83M Buy
15,266
+1,394
+10% +$260K 0.14% 108
2025
Q3 		$2.47M Buy
13,872
+1,532
+12% +$252K 0.14% 118
2025
Q2 		$1.9M Buy
12,340
+996
+9% +$149K 0.12% 149
2025
Q1 		$1.74M Buy
11,344
+1,380
+14% +$197K 0.13% 140
2024
Q4 		$1.26M Buy
9,964
+881
+10% +$116K 0.11% 164
2024
Q3 		$1.16M Buy
9,083
+2,201
+32% +$257K 0.12% 166
2024
Q2 		$717K Buy
6,882
+2,474
+56% +$242K 0.1% 186
2024
Q1 		$412K Buy
4,408
+498
+13% +$45.1K 0.08% 227
2023
Q4 		$338K Buy
+3,910
New +$339K 0.09% 194

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GAMMA Investing's WELL Position: Q2 2026 in Review

GAMMA Investing increased its Welltower (WELL) stake by 12% in Q2 2026, buying an estimated $416K and bringing the position to 18,496 shares worth $4.2M. The position accounts for 0.16% of the portfolio, ranked #102.

GAMMA Investing first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • GAMMA Investing held 18,496 shares of Welltower worth $4.2M as of Q2 2026.
  • GAMMA Investing bought 1,968 Welltower shares in Q2 2026, an estimated $416K.
  • Welltower made up 0.16% of GAMMA Investing's portfolio in Q2 2026, its #102 holding.
  • GAMMA Investing first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 330 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.