Lincluden 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 | $4.08M | Hold |
17,970
| – | – | 0.4% | 49 |
|
|
2026
Q1 | $3.55M | Sell |
17,970
-1,303
| -7% | -$257K | 0.38% | 52 |
|
|
2025
Q4 | $3.58M | Sell |
19,273
-4,377
| -19% | -$818K | 0.3% | 53 |
|
|
2025
Q3 | $4.21M | Hold |
23,650
| – | – | 0.47% | 47 |
|
|
2025
Q2 | $3.64M | Sell |
23,650
-91
| -0.4% | -$13.6K | 0.4% | 48 |
|
|
2025
Q1 | $3.64M | Hold |
23,741
| – | – | 0.46% | 45 |
|
|
2024
Q4 | $2.99M | Sell |
23,741
-1,286
| -5% | -$169K | 0.36% | 54 |
|
|
2024
Q3 | $3.2M | Sell |
25,027
-552
| -2% | -$64.4K | 0.35% | 53 |
|
|
2024
Q2 | $2.67M | Hold |
25,579
| – | – | 0.32% | 63 |
|
|
2024
Q1 | $2.39M | Sell |
25,579
-1,792
| -7% | -$162K | 0.28% | 64 |
|
|
2023
Q4 | $2.47M | Hold |
27,371
| – | – | 0.3% | 59 |
|
|
2023
Q3 | $2.24M | Hold |
27,371
| – | – | 0.27% | 61 |
|
|
2023
Q2 | $2.21M | Hold |
27,371
| – | – | 0.26% | 62 |
|
|
2023
Q1 | $1.96M | Sell |
27,371
-12,511
| -31% | -$907K | 0.22% | 67 |
|
|
2022
Q4 | $2.61M | Hold |
39,882
| – | – | 0.3% | 56 |
|
|
2022
Q3 | $2.56M | Buy |
39,882
+13,265
| +50% | +$1.04M | 0.33% | 47 |
|
|
2022
Q2 | $2.19M | Sell |
26,617
-3,870
| -13% | -$344K | 0.24% | 56 |
|
|
2022
Q1 | $2.93M | Sell |
30,487
-36,180
| -54% | -$3.14M | 0.26% | 56 |
|
|
2021
Q4 | $5.72M | Buy |
66,667
+7,765
| +13% | +$647K | 0.52% | 39 |
|
|
2021
Q3 | $4.85M | Sell |
58,902
-27,143
| -32% | -$2.33M | 0.49% | 41 |
|
|
2021
Q2 | $7.15M | Hold |
86,045
| – | – | 0.69% | 28 |
|
|
2021
Q1 | $6.16M | Buy |
86,045
+20,245
| +31% | +$1.36M | 0.6% | 30 |
|
|
2020
Q4 | $4.25M | Buy |
65,800
+33,700
| +105% | +$2.05M | 0.44% | 40 |
|
|
2020
Q3 | $1.77M | Buy |
32,100
+30,200
| +1,589% | +$1.66M | 0.17% | 61 |
|
|
2020
Q2 | $759K | Buy |
+1,900
| New | +$93.4K | 0.08% | 67 |
|
|
2020
Q1 | – | Sell |
-20,595
| Closed | -$1.68M | – | 75 |
|
|
2019
Q4 | $1.68M | Sell |
20,595
-16,000
| -44% | -$1.37M | 0.15% | 62 |
|
|
2019
Q3 | $3.32M | Sell |
36,595
-3,600
| -9% | -$313K | 0.31% | 46 |
|
|
2019
Q2 | $3.28M | Buy |
40,195
+24,000
| +148% | +$1.89M | 0.21% | 48 |
|
|
2019
Q1 | $1.26M | Sell |
16,195
-18,015
| -53% | -$1.35M | 0.12% | 67 |
|
|
2018
Q4 | $2.37M | Sell |
34,210
-7,755
| -18% | -$528K | 0.18% | 51 |
|
|
2018
Q3 | $2.7M | Sell |
41,965
-14,095
| -25% | -$910K | 0.22% | 56 |
|
|
2018
Q2 | $3.51M | Sell |
56,060
-16,475
| -23% | -$918K | 0.26% | 53 |
|
|
2018
Q1 | $3.95M | Buy |
72,535
+20,315
| +39% | +$1.15M | 0.32% | 48 |
|
|
2017
Q4 | $3.33M | Buy |
52,220
+22,935
| +78% | +$1.54M | 0.23% | 53 |
|
|
2017
Q3 | $2.06M | Buy |
+29,285
| New | +$2.13M | 0.16% | 64 |
|
|
2017
Q1 | – | Sell |
-22,190
| Closed | -$1.66M | – | 85 |
|
|
2016
Q4 | $1.66M | Hold |
22,190
| – | – | 0.18% | 65 |
|
|
2016
Q3 | $1.66M | Hold |
22,190
| – | – | 0.24% | 68 |
|
|
2016
Q2 | $1.69M | Hold |
22,190
| – | – | 0.28% | 65 |
|
|
2016
Q1 | $1.54M | Sell |
22,190
-29,790
| -57% | -$1.92M | 0.26% | 70 |
|
|
2015
Q4 | $3.54M | Buy |
51,980
+14,695
| +39% | +$959K | 0.72% | 43 |
|
|
2015
Q3 | $2.52M | Buy |
+37,285
| New | +$2.49M | 0.49% | 55 |
|
Other funds holding WELL
Lincluden Management's WELL Position: Q2 2026 in Review
Lincluden Management held its Welltower (WELL) position steady in Q2 2026 at 17,970 shares worth $4.08M. The position accounts for 0.4% of the portfolio, ranked #49.
Lincluden Management first reported a position in WELL in Q3 2015 and has held it in 41 quarters since. The position peaked at $7.15M in Q2 2021. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Lincluden Management held 17,970 shares of Welltower worth $4.08M as of Q2 2026.
- Lincluden Management left its Welltower share count unchanged in Q2 2026.
- Welltower made up 0.4% of Lincluden Management's portfolio in Q2 2026, its #49 holding.
- Lincluden Management first reported a position in Welltower in Q3 2015 and has held it in 41 quarters since.
- Lincluden Management's Welltower position peaked at $7.15M in Q2 2021.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.