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Maryland State Retirement & Pension System’s Welltower WELL Stock Holding History

Maryland State Retirement & Pension System’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 		$8.57M Buy
37,758
+3,099
+9% +$655K 0.15% 125
2026
Q1 		$6.85M Hold
34,659
– – 0.14% 131
2025
Q4 		$6.43M Buy
34,659
+1,300
+4% +$243K 0.13% 136
2025
Q3 		$5.94M Buy
33,359
+1,514
+5% +$249K 0.12% 147
2025
Q2 		$4.9M Buy
31,845
+3,029
+11% +$453K 0.11% 159
2025
Q1 		$4.41M Sell
28,816
-4,199
-13% -$598K 0.11% 160
2024
Q4 		$4.16M Sell
33,015
-1,751
-5% -$230K 0.09% 177
2024
Q3 		$4.45M Sell
34,766
-11,356
-25% -$1.33M 0.09% 173
2024
Q2 		$4.81M Buy
46,122
+8,176
+22% +$801K 0.09% 194
2024
Q1 		$3.41M Hold
37,946
– – 0.07% 243
2023
Q4 		$3.42M Hold
37,946
– – 0.07% 238
2023
Q3 		$3.11M Hold
37,946
– – 0.07% 239
2023
Q2 		$3.07M Buy
37,946
+746
+2% +$57.5K 0.06% 255
2023
Q1 		$2.67M Hold
37,200
– – 0.06% 271
2022
Q4 		$2.44M Buy
+37,200
New +$2.39M 0.07% 259
2022
Q3 		– Sell
-34,989
Closed -$2.88M – 1368
2022
Q2 		$2.88M Buy
34,989
+1,570
+5% +$140K 0.09% 184
2022
Q1 		$3.21M Hold
33,419
– – 0.09% 192
2021
Q4 		$2.87M Buy
33,419
+1,393
+4% +$116K 0.07% 235
2021
Q3 		$2.68M Hold
32,026
– – 0.08% 229
2021
Q2 		$2.73M Hold
32,026
– – 0.09% 215
2021
Q1 		$2.29M Buy
32,026
+25,256
+373% +$1.7M 0.08% 248
2020
Q4 		$404K Buy
+6,770
New +$411K 0.08% 277

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Maryland State Retirement & Pension System's WELL Position: Q2 2026 in Review

Maryland State Retirement & Pension System increased its Welltower (WELL) stake by 8.9% in Q2 2026, buying an estimated $655K and bringing the position to 37,758 shares worth $8.57M. The position accounts for 0.15% of the portfolio, ranked #125.

Maryland State Retirement & Pension System first reported a position in WELL in Q4 2020 and has held it in 22 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Maryland State Retirement & Pension System held 37,758 shares of Welltower worth $8.57M as of Q2 2026.
  • Maryland State Retirement & Pension System bought 3,099 Welltower shares in Q2 2026, an estimated $655K.
  • Welltower made up 0.15% of Maryland State Retirement & Pension System's portfolio in Q2 2026, its #125 holding.
  • Maryland State Retirement & Pension System first reported a position in Welltower in Q4 2020 and has held it in 22 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Maryland State Retirement & Pension System's 13F filing for Q2 2026, filed 30 Jul 2026.