Kornitzer Capital Management’s Welltower WELL Stock Holding History

Kornitzer Capital 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	$1.79M	Hold	7,900	–	–	0.04%	328
2026 Q1	$1.56M	Sell	7,900 -10,000	-56%	-$1.98M	0.03%	335
2025 Q4	$3.32M	Hold	17,900	–	–	0.07%	266
2025 Q3	$3.19M	Hold	17,900	–	–	0.06%	275
2025 Q2	$2.75M	Sell	17,900 -8,500	-32%	-$1.27M	0.06%	290
2025 Q1	$4.04M	Hold	26,400	–	–	0.08%	244
2024 Q4	$3.33M	Hold	26,400	–	–	0.07%	272
2024 Q3	$3.38M	Sell	26,400 -6,690	-20%	-$781K	0.06%	271
2024 Q2	$3.45M	Hold	33,090	–	–	0.07%	276
2024 Q1	$3.09M	Buy	33,090 +7,900	+31%	+$715K	0.06%	290
2023 Q4	$2.27M	Hold	25,190	–	–	0.04%	312
2023 Q3	$2.06M	Sell	25,190 -11,600	-32%	-$954K	0.04%	320
2023 Q2	$2.98M	Hold	36,790	–	–	0.06%	295
2023 Q1	$2.64M	Hold	36,790	–	–	0.05%	302
2022 Q4	$2.41M	Hold	36,790	–	–	0.05%	314
2022 Q3	$2.37M	Hold	36,790	–	–	0.05%	302
2022 Q2	$3.03M	Hold	36,790	–	–	0.06%	290
2022 Q1	$3.54M	Hold	36,790	–	–	0.06%	287
2021 Q4	$3.15M	Hold	36,790	–	–	0.05%	322
2021 Q3	$3.03M	Hold	36,790	–	–	0.05%	320
2021 Q2	$3.06M	Buy	36,790 +26,290	+250%	+$2.01M	0.05%	319
2021 Q1	$752K	Sell	10,500 -10,800	-51%	-$725K	0.01%	450
2020 Q4	$1.38M	Buy	+21,300	New	+$1.29M	0.02%	390

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Kornitzer Capital Management's WELL Position: Q2 2026 in Review

Kornitzer Capital Management held its Welltower (WELL) position steady in Q2 2026 at 7,900 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #328.

Kornitzer Capital Management first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q1 2025. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Kornitzer Capital Management held 7,900 shares of Welltower worth $1.79M as of Q2 2026.
Kornitzer Capital Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.04% of Kornitzer Capital Management's portfolio in Q2 2026, its #328 holding.
Kornitzer Capital Management first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
Kornitzer Capital Management's Welltower position peaked at $4.04M in Q1 2025.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.