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Guinness Atkinson Asset Management’s Welltower WELL Stock Holding History

Guinness Atkinson 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 		$13.6K Hold
60
– – 0.01% 93
2026
Q1 		$11.9K Buy
+60
New +$11.9K 0.01% 98

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

Guinness Atkinson Asset Management's WELL Position: Q2 2026 in Review

Guinness Atkinson Asset Management held its Welltower (WELL) position steady in Q2 2026 at 60 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #93.

Guinness Atkinson Asset Management first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Guinness Atkinson Asset Management held 60 shares of Welltower worth $13.6K as of Q2 2026.
  • Guinness Atkinson Asset Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #93 holding.
  • Guinness Atkinson Asset Management first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.