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Optas LLC’s Welltower WELL Stock Holding History

Optas LLC’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 		$441K Buy
1,944
+93
+5% +$19.7K 0.06% 212
2026
Q1 		$366K Buy
1,851
+130
+8% +$25.7K 0.06% 244
2025
Q4 		$319K Sell
1,721
-15
-0.9% -$2.8K 0.05% 279
2025
Q3 		$309K Buy
1,736
+97
+6% +$15.9K 0.05% 243
2025
Q2 		$252K Sell
1,639
-1,667
-50% -$249K 0.05% 252
2025
Q1 		$507K Buy
+3,306
New +$471K 0.09% 121

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Optas LLC's WELL Position: Q2 2026 in Review

Optas LLC increased its Welltower (WELL) stake by 5% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,944 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #212.

Optas LLC first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $507K in Q1 2025. 372 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Optas LLC held 1,944 shares of Welltower worth $441K as of Q2 2026.
  • Optas LLC bought 93 Welltower shares in Q2 2026, an estimated $19.7K.
  • Welltower made up 0.06% of Optas LLC's portfolio in Q2 2026, its #212 holding.
  • Optas LLC first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Optas LLC's Welltower position peaked at $507K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.