iA Global Asset Management’s Welltower WELL Stock Holding History

iA Global 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	–	Sell	-12,143	Closed	-$2.4M	–	518
2026 Q1	$2.4M	Buy	+12,143	New	+$2.4M	0.03%	255
2025 Q4	–	Sell	-19,575	Closed	-$3.49M	–	463
2025 Q3	$3.49M	Buy	+19,575	New	+$3.22M	0.05%	215
2025 Q2	–	Sell	-99	Closed	-$15K	–	477
2025 Q1	$15K	Buy	+99	New	+$14.1K	﹤0.01%	424
2024 Q1	–	Sell	-2,620	Closed	-$236K	–	506
2023 Q4	$236K	Buy	+2,620	New	+$227K	0.01%	424

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 $3.38T AUM 44.17% 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

iA Global Asset Management's WELL Position: Q2 2026 in Review

iA Global Asset Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 12,143 shares — an estimated $2.4M sold.

iA Global Asset Management first reported a position in WELL in Q4 2023 and held it in 4 quarters. The position peaked at $3.49M in Q3 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

iA Global Asset Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
iA Global Asset Management sold 12,143 Welltower shares in Q2 2026, an estimated $2.4M.
iA Global Asset Management first reported a position in Welltower in Q4 2023 and held it in 4 quarters.
iA Global Asset Management's Welltower position peaked at $3.49M in Q3 2025.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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