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Great Diamond Partners’s Welltower WELL Stock Holding History

Great Diamond Partners’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 		$4.52M Buy
19,910
+74
+0.4% +$15.6K 0.78% 33
2026
Q1 		$3.92M Buy
19,836
+347
+2% +$68.6K 0.75% 34
2025
Q4 		$3.62M Sell
19,489
-240
-1% -$44.8K 0.7% 34
2025
Q3 		$3.51M Buy
19,729
+2,710
+16% +$445K 0.68% 33
2025
Q2 		$2.62M Buy
17,019
+1,953
+13% +$292K 0.55% 47
2025
Q1 		$2.31M Buy
15,066
+10,894
+261% +$1.55M 0.63% 45
2024
Q4 		$526K Buy
+4,172
New +$548K 0.14% 114

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

Great Diamond Partners's WELL Position: Q2 2026 in Review

Great Diamond Partners increased its Welltower (WELL) stake by 0.37% in Q2 2026, buying an estimated $15.6K and bringing the position to 19,910 shares worth $4.52M. The position accounts for 0.78% of the portfolio, ranked #33.

Great Diamond Partners first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Great Diamond Partners held 19,910 shares of Welltower worth $4.52M as of Q2 2026.
  • Great Diamond Partners bought 74 Welltower shares in Q2 2026, an estimated $15.6K.
  • Welltower made up 0.78% of Great Diamond Partners's portfolio in Q2 2026, its #33 holding.
  • Great Diamond Partners first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.