OAM
WELL icon

OP Asset Management’s Welltower WELL Stock Holding History

OP 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 		$18M Sell
79,131
-39,225
-33% -$8.29M 0.19% 89
2026
Q1 		$23.4M Buy
118,356
+45,281
+62% +$8.95M 0.24% 63
2025
Q4 		$13.6M Buy
73,075
+3,332
+5% +$622K 0.16% 104
2025
Q3 		$12.4M Buy
69,743
+1,984
+3% +$326K 0.16% 108
2025
Q2 		$10.4M Buy
67,759
+2,858
+4% +$427K 0.15% 121
2025
Q1 		$9.94M Buy
+64,901
New +$9.25M 0.16% 112

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

OP Asset Management reduced its Welltower (WELL) stake by 33% in Q2 2026, selling an estimated $8.29M and leaving 79,131 shares worth $18M. The position accounts for 0.19% of the portfolio, ranked #89.

OP Asset Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.4M in Q1 2026. 618 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • OP Asset Management held 79,131 shares of Welltower worth $18M as of Q2 2026.
  • OP Asset Management sold 39,225 Welltower shares in Q2 2026, an estimated $8.29M.
  • Welltower made up 0.19% of OP Asset Management's portfolio in Q2 2026, its #89 holding.
  • OP Asset Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Welltower position peaked at $23.4M in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.