International Assets Investment Management’s Welltower WELL Stock Holding History

International Assets 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	$378K	Buy	1,644 +231	+16%	+$48.8K	0.02%	596
2026 Q1	$281K	Sell	1,413 -3	-0.2%	-$593	0.02%	656
2025 Q4	$263K	Buy	+1,416	New	+$264K	0.02%	690
2024 Q4	–	Sell	-173,888	Closed	-$1.36K	–	1957
2024 Q3	$1.36K	Buy	173,888 +173,073	+21,236%	+$20.2M	﹤0.01%	1020
2024 Q2	$85K	Buy	+815	New	+$79.9K	0.01%	997
2023 Q2	–	Sell	-976	Closed	-$70K	–	1132
2023 Q1	$70K	Buy	+976	New	+$70.8K	0.01%	637
2021 Q2	–	Sell	-3,563	Closed	-$239K	–	1898
2021 Q1	$239K	Buy	3,563 +1,333	+60%	+$89.5K	0.02%	486
2020 Q4	$144K	Buy	+2,230	New	+$135K	0.03%	478

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

International Assets Investment Management's WELL Position: Q2 2026 in Review

International Assets Investment Management increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $48.8K and bringing the position to 1,644 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #596.

International Assets Investment Management first reported a position in WELL in Q4 2020 and has held it in 8 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

International Assets Investment Management held 1,644 shares of Welltower worth $378K as of Q2 2026.
International Assets Investment Management bought 231 Welltower shares in Q2 2026, an estimated $48.8K.
Welltower made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #596 holding.
International Assets Investment Management first reported a position in Welltower in Q4 2020 and has held it in 8 quarters since.
1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.