L2 Asset Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$916K Buy
4,037
+328
+9% +$69.3K 0.1% 175
2026
Q1
$733K Buy
3,709
+250
+7% +$49.4K 0.07% 178
2025
Q4
$642K Buy
3,459
+314
+10% +$58.6K 0.09% 184
2025
Q3
$560K Buy
3,145
+212
+7% +$34.8K 0.08% 201
2025
Q2
$451K Buy
2,933
+282
+11% +$42.1K 0.07% 219
2025
Q1
$406K Buy
2,651
+237
+10% +$33.8K 0.08% 177
2024
Q4
$304K Buy
2,414
+156
+7% +$20.5K 0.07% 185
2024
Q3
$289K Buy
2,258
+76
+3% +$8.87K 0.08% 170
2024
Q2
$227K Buy
+2,182
New +$214K 0.07% 193

Other funds holding WELL

L2 Asset Management's WELL Position: Q2 2026 in Review

L2 Asset Management increased its Welltower (WELL) stake by 8.8% in Q2 2026, buying an estimated $69.3K and bringing the position to 4,037 shares worth $916K. The position accounts for 0.1% of the portfolio, ranked #175.

L2 Asset Management first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • L2 Asset Management held 4,037 shares of Welltower worth $916K as of Q2 2026.
  • L2 Asset Management bought 328 Welltower shares in Q2 2026, an estimated $69.3K.
  • Welltower made up 0.1% of L2 Asset Management's portfolio in Q2 2026, its #175 holding.
  • L2 Asset Management first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.