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Marquette Asset Management’s Welltower WELL Stock Holding History

Marquette Asset 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 		$39.3K Sell
173
-3
-2% -$634 0.01% 182
2026
Q1 		$34.8K Buy
176
+23
+15% +$4.54K 0.01% 122
2025
Q4 		$28.4K Buy
153
+59
+63% +$11K ﹤0.01% 136
2025
Q3 		$16.7K Buy
+94
New +$15.5K ﹤0.01% 161

Other funds holding WELL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

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

Marquette Asset Management reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $634 and leaving 173 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #182.

Marquette Asset Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 862 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Marquette Asset Management held 173 shares of Welltower worth $39.3K as of Q2 2026.
  • Marquette Asset Management sold 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #182 holding.
  • Marquette Asset Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 862 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.