NMERB
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New Mexico Educational Retirement Board’s Welltower WELL Stock Holding History

New Mexico Educational Retirement Board’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 		$7.89M Buy
34,748
+4,000
+13% +$846K 0.2% 73
2026
Q1 		$6.08M Hold
30,748
– – 0.19% 81
2025
Q4 		$5.71M Buy
30,748
+2,700
+10% +$504K 0.17% 88
2025
Q3 		$5M Buy
28,048
+400
+1% +$65.7K 0.16% 100
2025
Q2 		$4.25M Hold
27,648
– – 0.14% 116
2025
Q1 		$4.24M Buy
27,648
+100
+0.4% +$14.2K 0.15% 108
2024
Q4 		$3.47M Sell
27,548
-1,700
-6% -$223K 0.12% 143
2024
Q3 		$3.75M Buy
29,248
+1,400
+5% +$163K 0.13% 131
2024
Q2 		$2.9M Hold
27,848
– – 0.1% 170
2024
Q1 		$2.6M Buy
27,848
+2,000
+8% +$181K 0.09% 197
2023
Q4 		$2.33M Hold
25,848
– – 0.09% 209
2023
Q3 		$2.12M Buy
25,848
+2,900
+13% +$239K 0.09% 203
2023
Q2 		$1.86M Buy
22,948
+1,100
+5% +$84.7K 0.08% 241
2023
Q1 		$1.57M Sell
21,848
-700
-3% -$50.8K 0.08% 261
2022
Q4 		$1.48M Sell
22,548
-700
-3% -$45K 0.08% 255
2022
Q3 		$1.5M Sell
23,248
-900
-4% -$70.4K 0.08% 246
2022
Q2 		$1.99M Sell
24,148
-1,200
-5% -$107K 0.1% 191
2022
Q1 		$2.44M Sell
25,348
-500
-2% -$43.4K 0.09% 201
2021
Q4 		$2.22M Sell
25,848
-1,500
-5% -$125K 0.07% 266
2021
Q3 		$2.25M Sell
27,348
-500
-2% -$43K 0.08% 236
2021
Q2 		$2.31M Buy
27,848
+1,500
+6% +$115K 0.08% 241
2021
Q1 		$1.89M Hold
26,348
– – 0.07% 253
2020
Q4 		$1.7M Sell
26,348
-400
-1% -$24.3K 0.07% 270
2020
Q3 		$1.47M Sell
26,748
-600
-2% -$32.9K 0.07% 287
2020
Q2 		$1.42M Buy
27,348
+1,800
+7% +$88.5K 0.07% 311
2020
Q1 		$1.17M Sell
25,548
-5,650
-18% -$417K 0.07% 302
2019
Q4 		$2.55M Hold
31,198
– – 0.11% 178
2019
Q3 		$2.83M Sell
31,198
-500
-2% -$43.5K 0.13% 161
2019
Q2 		$2.58M Buy
31,698
+400
+1% +$31.4K 0.11% 182
2019
Q1 		$2.43M Sell
31,298
-400
-1% -$30K 0.1% 187
2018
Q4 		$2.2M Sell
31,698
-1,500
-5% -$102K 0.1% 187
2018
Q3 		$2.13M Sell
33,198
-900
-3% -$58.1K 0.08% 246
2018
Q2 		$2.14M Sell
34,098
-1,200
-3% -$66.9K 0.08% 234
2018
Q1 		$1.92M Sell
35,298
-200
-0.6% -$11.3K 0.07% 300
2017
Q4 		$2.26M Sell
35,498
-48,758
-58% -$3.27M 0.09% 243
2017
Q3 		$5.92M Hold
84,256
– – 0.28% 87
2017
Q2 		$6.18M Sell
84,256
-2,800
-3% -$205K 0.3% 83
2017
Q1 		$6.17M Sell
87,056
-1,100
-1% -$74.2K 0.29% 82
2016
Q4 		$5.9M Buy
88,156
+2,200
+3% +$146K 0.27% 88
2016
Q3 		$6.43M Sell
85,956
-6,100
-7% -$467K 0.32% 70
2016
Q2 		$7.01M Buy
92,056
+2,400
+3% +$170K 0.32% 70
2016
Q1 		$6.22M Sell
89,656
-26,300
-23% -$1.7M 0.3% 80
2015
Q4 		$7.89M Sell
115,956
-1,200
-1% -$78.3K 0.38% 59
2015
Q3 		$7.93M Buy
117,156
+2,900
+3% +$194K 0.39% 61
2015
Q2 		$7.5M Sell
114,256
-2,300
-2% -$165K 0.36% 65
2015
Q1 		$9.02M Buy
116,556
+6,300
+6% +$496K 0.4% 56
2014
Q4 		$8.34M Sell
110,256
-1,600
-1% -$114K 0.35% 64
2014
Q3 		$6.98M Buy
111,856
+1,100
+1% +$70.9K 0.28% 88
2014
Q2 		$6.94M Sell
110,756
-26,800
-19% -$1.69M 0.29% 86
2014
Q1 		$8.2M Buy
+137,556
New +$7.86M 0.35% 67
2013
Q3 		– Sell
-143,956
Closed -$9.65M – 981
2013
Q2 		$9.65M Buy
+143,956
New +$10.2M 0.4% 60

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
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

New Mexico Educational Retirement Board's WELL Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $846K and bringing the position to 34,748 shares worth $7.89M. The position accounts for 0.2% of the portfolio, ranked #73.

New Mexico Educational Retirement Board first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.65M in Q2 2013. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • New Mexico Educational Retirement Board held 34,748 shares of Welltower worth $7.89M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 4,000 Welltower shares in Q2 2026, an estimated $846K.
  • Welltower made up 0.2% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #73 holding.
  • New Mexico Educational Retirement Board first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
  • New Mexico Educational Retirement Board's Welltower position peaked at $9.65M in Q2 2013.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.