IIM
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INTECH Investment Management’s Welltower WELL Stock Holding History

INTECH Investment 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 		$35.9M Buy
158,208
+22,198
+16% +$4.69M 0.33% 47
2026
Q1 		$26.9M Buy
136,010
+85,411
+169% +$16.9M 0.26% 59
2025
Q4 		$9.39M Sell
50,599
-11,755
-19% -$2.2M 0.08% 200
2025
Q3 		$11.1M Sell
62,354
-33,061
-35% -$5.43M 0.1% 170
2025
Q2 		$14.7M Sell
95,415
-53,782
-36% -$8.04M 0.14% 112
2025
Q1 		$22.9M Sell
149,197
-6,819
-4% -$972K 0.24% 61
2024
Q4 		$19.7M Buy
156,016
+88,951
+133% +$11.7M 0.19% 74
2024
Q3 		$8.59M Buy
67,065
+36,580
+120% +$4.27M 0.1% 179
2024
Q2 		$3.18M Buy
30,485
+8,191
+37% +$803K 0.04% 343
2024
Q1 		$2.08M Buy
22,294
+13,300
+148% +$1.2M 0.03% 357
2023
Q4 		$811K Hold
8,994
– – 0.01% 460
2023
Q3 		$737K Sell
8,994
-5,400
-38% -$444K 0.01% 509
2023
Q2 		$1.16M Sell
14,394
-81,278
-85% -$6.26M 0.01% 441
2023
Q1 		$6.86M Sell
95,672
-42,057
-31% -$3.05M 0.06% 335
2022
Q4 		$9.03M Buy
137,729
+1,209
+0.9% +$77.7K 0.07% 307
2022
Q3 		$8.78M Sell
136,520
-90,571
-40% -$7.08M 0.07% 294
2022
Q2 		$18.7M Buy
+227,091
New +$20.2M 0.11% 210

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

INTECH Investment Management's WELL Position: Q2 2026 in Review

INTECH Investment Management increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $4.69M and bringing the position to 158,208 shares worth $35.9M. The position accounts for 0.33% of the portfolio, ranked #47.

INTECH Investment Management first reported a position in WELL in Q2 2022 and has held it in 17 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • INTECH Investment Management held 158,208 shares of Welltower worth $35.9M as of Q2 2026.
  • INTECH Investment Management bought 22,198 Welltower shares in Q2 2026, an estimated $4.69M.
  • Welltower made up 0.33% of INTECH Investment Management's portfolio in Q2 2026, its #47 holding.
  • INTECH Investment Management first reported a position in Welltower in Q2 2022 and has held it in 17 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.