Impax Asset Management Group
WELL icon

Impax Asset Management Group’s Welltower WELL Stock Holding History

Impax Asset Management Group’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 		$3.65M Sell
16,081
-1,108
-6% -$234K 0.02% 230
2026
Q1 		$3.4M Buy
17,189
+641
+4% +$127K 0.02% 228
2025
Q4 		$3.07M Hold
16,548
– – 0.02% 226
2025
Q3 		$2.95M Sell
16,548
-1,868
-10% -$307K 0.02% 216
2025
Q2 		$2.83M Sell
18,416
-6,573
-26% -$982K 0.02% 222
2025
Q1 		$3.83M Sell
24,989
-2,552
-9% -$364K 0.02% 214
2024
Q4 		$3.47M Sell
27,541
-8,834
-24% -$1.16M 0.02% 231
2024
Q3 		$4.66M Buy
36,375
+6,927
+24% +$808K 0.02% 224
2024
Q2 		$3.07M Sell
29,448
-20,975
-42% -$2.06M 0.01% 236
2024
Q1 		$4.71M Sell
50,423
-7,495
-13% -$679K 0.02% 219
2023
Q4 		$5.22M Buy
57,918
+25,765
+80% +$2.24M 0.02% 212
2023
Q3 		$2.63M Sell
32,153
-911
-3% -$74.9K 0.01% 226
2023
Q2 		$2.67M Sell
33,064
-983
-3% -$75.7K 0.01% 227
2023
Q1 		$2.44M Sell
34,047
-13
-0% -$943 0.01% 227
2022
Q4 		$2.23M Sell
34,060
-267,152
-89% -$17.2M 0.01% 220
2022
Q3 		$19.4M Buy
301,212
+41,441
+16% +$3.24M 0.1% 118
2022
Q2 		$21.4M Buy
259,771
+2,346
+0.9% +$209K 0.1% 112
2022
Q1 		$24.7M Buy
257,425
+1,475
+0.6% +$128K 0.1% 116
2021
Q4 		$22M Sell
255,950
-555
-0.2% -$46.3K 0.08% 123
2021
Q3 		$21.1M Buy
256,505
+5,187
+2% +$446K 0.09% 115
2021
Q2 		$20.9M Sell
251,318
-1,323
-0.5% -$101K 0.09% 116
2021
Q1 		$18.1M Buy
252,641
+16,473
+7% +$1.11M 0.09% 112
2020
Q4 		$15.3M Sell
236,168
-27,563
-10% -$1.67M 0.1% 106
2020
Q3 		$14.5M Buy
263,731
+79,086
+43% +$4.34M 0.13% 100
2020
Q2 		$9.55M Buy
184,645
+174,106
+1,652% +$8.56M 0.1% 119
2020
Q1 		$482K Buy
10,539
+1,770
+20% +$131K 0.01% 244
2019
Q4 		$717K Buy
+8,769
New +$751K 0.01% 224

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

Impax Asset Management Group's WELL Position: Q2 2026 in Review

Impax Asset Management Group reduced its Welltower (WELL) stake by 6.4% in Q2 2026, selling an estimated $234K and leaving 16,081 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #230.

Impax Asset Management Group first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.7M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Impax Asset Management Group held 16,081 shares of Welltower worth $3.65M as of Q2 2026.
  • Impax Asset Management Group sold 1,108 Welltower shares in Q2 2026, an estimated $234K.
  • Welltower made up 0.02% of Impax Asset Management Group's portfolio in Q2 2026, its #230 holding.
  • Impax Asset Management Group first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • Impax Asset Management Group's Welltower position peaked at $24.7M in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.