IEFM
WELL icon

IQ EQ Fund Management’s Welltower WELL Stock Holding History

IQ EQ Fund 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
Q1 		$1.12M Sell
5,661
-696
-11% -$138K 0.09% 200
2025
Q4 		$1.18M Buy
6,357
+308
+5% +$57.5K 0.08% 196
2025
Q3 		$1.08M Sell
6,049
-4,297
-42% -$706K 0.07% 203
2025
Q2 		$1.59M Buy
10,346
+964
+10% +$144K 0.14% 165
2025
Q1 		$1.44M Sell
9,382
-880
-9% -$125K 0.17% 144
2024
Q4 		$1.29M Sell
10,262
-1,404
-12% -$184K 0.15% 151
2024
Q3 		$1.49M Sell
11,666
-4,606
-28% -$537K 0.16% 164
2024
Q2 		$1.7M Buy
16,272
+10,468
+180% +$1.03M 0.19% 141
2024
Q1 		$542K Buy
+5,804
New +$526K 0.06% 239
2021
Q3 		– Sell
-6,843
Closed -$569K – 268
2021
Q2 		$569K Hold
6,843
– – 0.09% 179
2021
Q1 		$490K Buy
6,843
+1,155
+20% +$77.6K 0.09% 181
2020
Q4 		$368K Hold
5,688
– – 0.09% 173
2020
Q3 		$313K Hold
5,688
– – 0.09% 159
2020
Q2 		$294K Hold
5,688
– – 0.1% 155
2020
Q1 		$260K Buy
5,688
+49
+0.9% +$3.62K 0.11% 122
2019
Q4 		$461K Buy
5,639
+1,274
+29% +$109K 0.15% 108
2019
Q3 		$396K Sell
4,365
-3,000
-41% -$261K 0.13% 117
2019
Q2 		$600K Buy
+7,365
New +$579K 0.19% 106
2018
Q4 		$347K Buy
+5,001
New +$340K 0.13% 102

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IQ EQ Fund Management's WELL Position: Q1 2026 in Review

IQ EQ Fund Management reduced its Welltower (WELL) stake by 11% in Q1 2026, selling an estimated $138K and leaving 5,661 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #200.

IQ EQ Fund Management first reported a position in WELL in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.7M in Q2 2024. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • IQ EQ Fund Management held 5,661 shares of Welltower worth $1.12M as of Q1 2026.
  • IQ EQ Fund Management sold 696 Welltower shares in Q1 2026, an estimated $138K.
  • Welltower made up 0.09% of IQ EQ Fund Management's portfolio in Q1 2026, its #200 holding.
  • IQ EQ Fund Management first reported a position in Welltower in Q4 2018 and has held it in 19 quarters since.
  • IQ EQ Fund Management's Welltower position peaked at $1.7M in Q2 2024.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.