IFM Investors’s Welltower WELL Stock Holding History

IFM Investors’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	$63.6M	Buy	280,137 +27,947	+11%	+$5.91M	0.42%	40
2026 Q1	$49.9M	Buy	252,190 +10,223	+4%	+$2.02M	0.42%	39
2025 Q4	$44.9M	Buy	241,967 +9,129	+4%	+$1.71M	0.37%	41
2025 Q3	$40.7M	Buy	232,838 +2,471	+1%	+$406K	0.36%	40
2025 Q2	$35.4M	Sell	230,367 -10,675	-4%	-$1.6M	0.34%	51
2025 Q1	$36.9M	Sell	241,042 -16,722	-6%	-$2.38M	0.4%	40
2024 Q4	$32.5M	Sell	257,764 -6,604	-2%	-$867K	0.33%	55
2024 Q3	$33.8M	Buy	264,368 +9,797	+4%	+$1.14M	0.32%	57
2024 Q2	$26.5M	Buy	254,571 +146,828	+136%	+$14.4M	0.27%	70
2024 Q1	$10.1M	Buy	107,743 +7,257	+7%	+$657K	0.11%	183
2023 Q4	$9.06M	Buy	100,486 +1,942	+2%	+$168K	0.11%	184
2023 Q3	$8.07M	Buy	98,544 +3,393	+4%	+$279K	0.11%	193
2023 Q2	$7.7M	Buy	95,151 +12,714	+15%	+$980K	0.1%	204
2023 Q1	$5.91M	Buy	82,437 +5,733	+7%	+$416K	0.09%	246
2022 Q4	$5.03M	Buy	76,704 +378	+0.5%	+$24.3K	0.08%	269
2022 Q3	$4.91M	Buy	76,326 +2,027	+3%	+$158K	0.09%	246
2022 Q2	$6.12M	Buy	74,299 +4,495	+6%	+$400K	0.11%	199
2022 Q1	$6.71M	Buy	69,804 +15,432	+28%	+$1.34M	0.1%	202
2021 Q4	$4.66M	Sell	54,372 -823	-1%	-$68.6K	0.09%	234
2021 Q3	$4.55M	Buy	55,195 +299	+0.5%	+$25.7K	0.09%	214
2021 Q2	$4.56M	Buy	54,896 +8,200	+18%	+$628K	0.09%	222
2021 Q1	$3.35M	Buy	46,696 +6,151	+15%	+$413K	0.09%	237
2020 Q4	$2.62M	Buy	40,545 +6,323	+18%	+$384K	0.08%	250
2020 Q3	$1.89M	Buy	34,222 +3,708	+12%	+$204K	0.08%	252
2020 Q2	$1.58M	Sell	30,514 -9,657	-24%	-$475K	0.08%	252
2020 Q1	$1.9M	Sell	40,171 -1,441	-3%	-$106K	0.08%	234
2019 Q4	$3.4M	Sell	41,612 -1,944	-4%	-$166K	0.12%	175
2019 Q3	$3.95M	Buy	43,556 +16,049	+58%	+$1.4M	0.15%	156
2019 Q2	$2.24M	Buy	27,507 +2,226	+9%	+$175K	0.13%	174
2019 Q1	$1.96M	Buy	25,281 +3,932	+18%	+$295K	0.13%	173
2018 Q4	$1.48M	Buy	21,349 +2,063	+11%	+$140K	0.12%	176
2018 Q3	$1.24M	Buy	19,286 +2,498	+15%	+$161K	0.09%	220
2018 Q2	$1.05M	Buy	16,788 +5,530	+49%	+$308K	0.1%	216
2018 Q1	$613K	Buy	11,258 +874	+8%	+$49.3K	0.09%	249
2017 Q4	$662K	Buy	10,384 +41	+0.4%	+$2.75K	0.1%	220
2017 Q3	$727K	Buy	10,343 +336	+3%	+$24.4K	0.12%	182
2017 Q2	$749K	Buy	10,007 +2,618	+35%	+$191K	0.13%	177
2017 Q1	$523K	Buy	7,389 +2,808	+61%	+$189K	0.13%	189
2016 Q4	$307K	Buy	+4,581	New	+$303K	0.14%	182

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IFM Investors's WELL Position: Q2 2026 in Review

IFM Investors increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $5.91M and bringing the position to 280,137 shares worth $63.6M. The position accounts for 0.42% of the portfolio, ranked #40.

IFM Investors first reported a position in WELL in Q4 2016 and has held it in 39 quarters since. 380 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

IFM Investors held 280,137 shares of Welltower worth $63.6M as of Q2 2026.
IFM Investors bought 27,947 Welltower shares in Q2 2026, an estimated $5.91M.
Welltower made up 0.42% of IFM Investors's portfolio in Q2 2026, its #40 holding.
IFM Investors first reported a position in Welltower in Q4 2016 and has held it in 39 quarters since.
380 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.