Groupama Asset Management’s Welltower WELL Stock Holding History

Groupama 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	$42.6M	Buy	187,203 +10,546	+6%	+$2.23M	0.54%	46
2026 Q1	$34.9M	Sell	176,657 -846	-0.5%	-$167K	0.51%	46
2025 Q4	$32.9M	Sell	177,503 -5,765	-3%	-$1.08M	0.48%	46
2025 Q3	$35.4M	Buy	183,268 +4,198	+2%	+$690K	0.52%	45
2025 Q2	$29.8M	Buy	179,070 +163,969	+1,086%	+$24.5M	0.49%	45
2025 Q1	$4.82M	Buy	+15,101	New	+$2.15M	0.1%	106
2024 Q4	–	Sell	-8,153	Closed	-$1.07M	–	190
2024 Q3	$838K	Sell	8,153 -8,134	-50%	-$949K	0.02%	279
2024 Q2	$1.7M	Buy	16,287 +9,315	+134%	+$913K	0.02%	230
2024 Q1	$1.62M	Sell	6,972 -13,058	-65%	-$1.18M	0.03%	247
2023 Q4	$1.81M	Buy	+20,030	New	+$1.74M	0.05%	218

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Groupama Asset Management increased its Welltower (WELL) stake by 6% in Q2 2026, buying an estimated $2.23M and bringing the position to 187,203 shares worth $42.6M. The position accounts for 0.54% of the portfolio, ranked #46.

Groupama Asset Management first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Groupama Asset Management held 187,203 shares of Welltower worth $42.6M as of Q2 2026.
Groupama Asset Management bought 10,546 Welltower shares in Q2 2026, an estimated $2.23M.
Welltower made up 0.54% of Groupama Asset Management's portfolio in Q2 2026, its #46 holding.
Groupama Asset Management first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.