Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
WELL icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Welltower WELL Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$124M Sell
547,733
-376,090
-41% -$79.5M 0.17% 99
2026
Q1 		$183M Buy
923,823
+896,692
+3,305% +$177M 0.29% 66
2025
Q4 		$5.04M Sell
27,131
-310,345
-92% -$58M 0.01% 665
2025
Q3 		$60.1M Buy
337,476
+1,693
+0.5% +$278K 0.11% 159
2025
Q2 		$51.6M Sell
335,783
-84,480
-20% -$12.6M 0.1% 171
2025
Q1 		$64.4M Buy
420,263
+7,263
+2% +$1.03M 0.14% 143
2024
Q4 		$52.1M Buy
413,000
+311,000
+305% +$40.8M 0.11% 164
2024
Q3 		$13.1M Sell
102,000
-29,000
-22% -$3.38M 0.03% 335
2024
Q2 		$13.7M Sell
131,000
-240,855
-65% -$23.6M 0.04% 245
2024
Q1 		$34.7M Buy
+371,855
New +$33.7M 0.12% 122
2021
Q2 		– Sell
-248,600
Closed -$17.8M – 1971
2021
Q1 		$17.8M Sell
248,600
-789,200
-76% -$53M 0.04% 248
2020
Q4 		$67.1M Buy
1,037,800
+610,169
+143% +$37M 0.18% 101
2020
Q3 		$23.6M Buy
427,631
+201,631
+89% +$11.1M 0.18% 87
2020
Q2 		$11.7M Buy
+226,000
New +$11.1M 0.09% 154

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 $3.38T AUM 44.17% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WELL Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Welltower (WELL) stake by 41% in Q2 2026, selling an estimated $79.5M and leaving 547,733 shares worth $124M. The position accounts for 0.17% of the portfolio, ranked #99.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WELL in Q2 2020 and has held it in 14 quarters since. The position peaked at $183M in Q1 2026. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 547,733 shares of Welltower worth $124M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 376,090 Welltower shares in Q2 2026, an estimated $79.5M.
  • Welltower made up 0.17% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #99 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Welltower in Q2 2020 and has held it in 14 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Welltower position peaked at $183M in Q1 2026.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.