Lederer & Associates Investment Counsel’s Welltower WELL Stock Holding History

Lederer & Associates Investment Counsel’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	$1.05M	Hold	4,649	–	–	0.69%	50
2026 Q1	$919K	Hold	4,649	–	–	0.65%	50
2025 Q4	$863K	Sell	4,649 -100	-2%	-$18.7K	0.58%	56
2025 Q3	$846K	Buy	4,749 +53	+1%	+$8.71K	0.55%	57
2025 Q2	$722K	Buy	+4,696	New	+$702K	0.48%	65
2020 Q1	–	Sell	-4,270	Closed	-$349K	–	97
2019 Q4	$349K	Sell	4,270 -100	-2%	-$8.56K	0.3%	73
2019 Q3	$396K	Sell	4,370 -30	-0.7%	-$2.61K	0.38%	66
2019 Q2	$359K	Sell	4,400 -40	-0.9%	-$3.14K	0.33%	68
2019 Q1	$345K	Sell	4,440 -240	-5%	-$18K	0.32%	71
2018 Q4	$325K	Sell	4,680 -45	-1%	-$3.06K	0.35%	69
2018 Q3	$304K	Hold	4,725	–	–	0.26%	80
2018 Q2	$296K	Sell	4,725 -905	-16%	-$50.4K	0.27%	77
2018 Q1	$306K	Buy	5,630 +255	+5%	+$14.4K	0.28%	75
2017 Q4	$343K	Buy	5,375 +440	+9%	+$29.5K	0.31%	70
2017 Q3	$347K	Hold	4,935	–	–	0.33%	68
2017 Q2	$369K	Sell	4,935 -320	-6%	-$23.4K	0.36%	64
2017 Q1	$372K	Buy	5,255 +620	+13%	+$41.8K	0.35%	67
2016 Q4	$310K	Buy	+4,635	New	+$307K	0.31%	69

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Lederer & Associates Investment Counsel's WELL Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Welltower (WELL) position steady in Q2 2026 at 4,649 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #50.

Lederer & Associates Investment Counsel first reported a position in WELL in Q4 2016 and has held it in 18 quarters since. 592 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Lederer & Associates Investment Counsel held 4,649 shares of Welltower worth $1.05M as of Q2 2026.
Lederer & Associates Investment Counsel left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.69% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #50 holding.
Lederer & Associates Investment Counsel first reported a position in Welltower in Q4 2016 and has held it in 18 quarters since.
592 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.