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Generali Asset Management’s Welltower WELL Stock Holding History

Generali 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 		$8.08M Sell
35,591
-3,883
-10% -$821K 0.15% 134
2026
Q1 		$7.8M Sell
39,474
-1,318
-3% -$260K 0.16% 125
2025
Q4 		$7.57M Buy
40,792
+10,011
+33% +$1.87M 0.15% 127
2025
Q3 		$5.48M Buy
30,781
+843
+3% +$139K 0.12% 165
2025
Q2 		$4.6M Sell
29,938
-8,898
-23% -$1.33M 0.1% 191
2025
Q1 		$5.95M Sell
38,836
-9,393
-19% -$1.34M 0.15% 153
2024
Q4 		$6.08M Buy
+48,229
New +$6.33M 0.16% 139

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 $3.37T AUM 44.26% 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

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

Generali Asset Management reduced its Welltower (WELL) stake by 9.8% in Q2 2026, selling an estimated $821K and leaving 35,591 shares worth $8.08M. The position accounts for 0.15% of the portfolio, ranked #134.

Generali Asset Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Generali Asset Management held 35,591 shares of Welltower worth $8.08M as of Q2 2026.
  • Generali Asset Management sold 3,883 Welltower shares in Q2 2026, an estimated $821K.
  • Welltower made up 0.15% of Generali Asset Management's portfolio in Q2 2026, its #134 holding.
  • Generali Asset Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.