National Bank of Canada’s Welltower WELL Stock Holding History

National Bank of Canada’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	$48.8M	Sell	2,150 -1,200	-36%	-$254K	0.03%	355
2026 Q1	$66.2M	Buy	+3,350	New	+$662K	0.06%	245

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

National Bank of Canada's WELL Position: Q2 2026 in Review

National Bank of Canada increased its Welltower (WELL) stake by 37% in Q2 2026, buying an estimated $10.5M and bringing the position to 185,406 shares worth $42.1M. The position accounts for 0.03% of the portfolio, ranked #382.

National Bank of Canada first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. The position peaked at $106M in Q1 2025. 983 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

National Bank of Canada held 185,406 shares of Welltower worth $42.1M as of Q2 2026.
National Bank of Canada bought 49,723 Welltower shares in Q2 2026, an estimated $10.5M.
Welltower made up 0.03% of National Bank of Canada's portfolio in Q2 2026, its #382 holding.
National Bank of Canada first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
National Bank of Canada's Welltower position peaked at $106M in Q1 2025.
983 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.