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Illinois Municipal Retirement Fund’s Welltower WELL Stock Holding History

Illinois Municipal Retirement 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 		$1.83M Sell
8,084
-17,050
-68% -$3.6M 0.02% 660
2026
Q1 		$4.97M Buy
25,134
+17,979
+251% +$3.55M 0.06% 336
2025
Q4 		$1.33M Sell
7,155
-2,670
-27% -$499K 0.02% 738
2025
Q3 		$1.75M Sell
9,825
-5,102
-34% -$839K 0.02% 649
2025
Q2 		$2.29M Sell
14,927
-5,764
-28% -$861K 0.03% 538
2025
Q1 		$3.17M Hold
20,691
– – 0.05% 403
2024
Q4 		$2.61M Buy
20,691
+7,225
+54% +$948K 0.04% 464
2024
Q3 		$1.72M Hold
13,466
– – 0.02% 661
2024
Q2 		$1.4M Sell
13,466
-49,008
-78% -$4.8M 0.02% 719
2024
Q1 		$5.84M Sell
62,474
-44,773
-42% -$4.05M 0.09% 278
2023
Q4 		$9.67M Buy
107,247
+93,781
+696% +$8.14M 0.16% 176
2023
Q3 		$1.1M Hold
13,466
– – 0.02% 763
2023
Q2 		$1.09M Sell
13,466
-52,430
-80% -$4.04M 0.02% 612
2023
Q1 		$4.72M Buy
65,896
+48,594
+281% +$3.52M 0.1% 262
2022
Q4 		$1.13M Hold
17,302
– – 0.03% 568
2022
Q3 		$1.11M Sell
17,302
-41,963
-71% -$3.28M 0.03% 554
2022
Q2 		$4.88M Buy
59,265
+52,822
+820% +$4.7M 0.11% 238
2022
Q1 		$619K Buy
+6,443
New +$560K 0.02% 625
2021
Q4 		– Sell
-40,911
Closed -$3.37M – 846
2021
Q3 		$3.37M Buy
+40,911
New +$3.52M 0.12% 240
2020
Q2 		– Sell
-25,058
Closed -$1.15M – 269
2020
Q1 		$1.15M Sell
25,058
-4,181
-14% -$308K 0.57% 75
2019
Q4 		$2.39M Buy
+29,239
New +$2.5M 0.91% 6

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 $3.37T AUM 44.26% 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

Illinois Municipal Retirement Fund's WELL Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its Welltower (WELL) stake by 68% in Q2 2026, selling an estimated $3.6M and leaving 8,084 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #660.

Illinois Municipal Retirement Fund first reported a position in WELL in Q4 2019 and has held it in 21 quarters since. The position peaked at $9.67M in Q4 2023. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Illinois Municipal Retirement Fund held 8,084 shares of Welltower worth $1.83M as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 17,050 Welltower shares in Q2 2026, an estimated $3.6M.
  • Welltower made up 0.02% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #660 holding.
  • Illinois Municipal Retirement Fund first reported a position in Welltower in Q4 2019 and has held it in 21 quarters since.
  • Illinois Municipal Retirement Fund's Welltower position peaked at $9.67M in Q4 2023.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.