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Knights of Columbus Asset Advisors’s Welltower WELL Stock Holding History

Knights of Columbus Asset Advisors’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 		$29M Buy
127,725
+35,816
+39% +$7.57M 1.45% 8
2026
Q1 		$18.2M Buy
91,909
+1,152
+1% +$228K 1.03% 16
2025
Q4 		$16.8M Sell
90,757
-27,668
-23% -$5.17M 0.96% 19
2025
Q3 		$21.1M Buy
118,425
+2,856
+2% +$469K 1.21% 13
2025
Q2 		$17.8M Buy
115,569
+5,636
+5% +$842K 1.08% 15
2025
Q1 		$16.8M Buy
109,933
+44,570
+68% +$6.35M 1.16% 15
2024
Q4 		$8.24M Buy
+65,363
New +$8.58M 0.54% 49

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

Knights of Columbus Asset Advisors's WELL Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its Welltower (WELL) stake by 39% in Q2 2026, buying an estimated $7.57M and bringing the position to 127,725 shares worth $29M. The position accounts for 1.45% of the portfolio, ranked #8.

Knights of Columbus Asset Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Knights of Columbus Asset Advisors held 127,725 shares of Welltower worth $29M as of Q2 2026.
  • Knights of Columbus Asset Advisors bought 35,816 Welltower shares in Q2 2026, an estimated $7.57M.
  • Welltower made up 1.45% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #8 holding.
  • Knights of Columbus Asset Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 660 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.