IF
WELL icon

Intrua Financial’s Welltower WELL Stock Holding History

Intrua Financial’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 		– Sell
-1,041
Closed -$206K – 520
2026
Q1 		$206K Buy
+1,041
New +$206K 0.02% 441
2025
Q4 		– Sell
-2,675
Closed -$477K – 486
2025
Q3 		$477K Buy
+2,675
New +$440K 0.05% 260
2025
Q2 		– Sell
-1,748
Closed -$268K – 399
2025
Q1 		$268K Buy
1,748
+152
+10% +$21.7K 0.04% 300
2024
Q4 		$201K Sell
1,596
-82
-5% -$10.8K 0.03% 349
2024
Q3 		$215K Sell
1,678
-3,474
-67% -$405K 0.03% 357
2024
Q2 		$537K Buy
+5,152
New +$505K 0.08% 217
2021
Q2 		– Sell
-5,070
Closed -$388K – 311
2021
Q1 		$388K Buy
+5,070
New +$340K 0.1% 192

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Intrua Financial's WELL Position: Q2 2026 in Review

Intrua Financial sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,041 shares — an estimated $206K sold.

Intrua Financial first reported a position in WELL in Q1 2021 and held it in 7 quarters. The position peaked at $537K in Q2 2024. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Intrua Financial reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 1,041 Welltower shares in Q2 2026, an estimated $206K.
  • Intrua Financial first reported a position in Welltower in Q1 2021 and held it in 7 quarters.
  • Intrua Financial's Welltower position peaked at $537K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.