O
WELL icon

Ossiam’s Welltower WELL Stock Holding History

Ossiam’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 		$2.62M Buy
11,533
+2,055
+22% +$434K 0.03% 250
2026
Q1 		$1.87M Sell
9,478
-89,138
-90% -$17.6M 0.03% 172
2025
Q4 		$18.3M Buy
98,616
+87,117
+758% +$16.3M 0.37% 46
2025
Q3 		$2.05M Sell
11,499
-3,978
-26% -$654K 0.03% 341
2025
Q2 		$2.38M Sell
15,477
-4,866
-24% -$727K 0.03% 251
2025
Q1 		$3.12M Buy
20,343
+1,761
+9% +$251K 0.04% 177
2024
Q4 		$2.34M Sell
18,582
-1,681
-8% -$221K 0.04% 223
2024
Q3 		$2.59M Sell
20,263
-7,148
-26% -$834K 0.05% 174
2024
Q2 		$2.86M Buy
27,411
+1,185
+5% +$116K 0.05% 166
2024
Q1 		$2.45M Buy
26,226
+10,789
+70% +$977K 0.04% 215
2023
Q4 		$1.39M Sell
15,437
-4,000
-21% -$347K 0.02% 299
2023
Q3 		$1.59M Buy
19,437
+8,450
+77% +$695K 0.03% 251
2023
Q2 		$889K Sell
10,987
-1,410
-11% -$109K 0.02% 323
2023
Q1 		$889K Sell
12,397
-3,372
-21% -$245K 0.02% 301
2022
Q4 		$1.03M Sell
15,769
-53,710
-77% -$3.45M 0.03% 261
2022
Q3 		$4.47M Buy
69,479
+6,014
+9% +$470K 0.13% 125
2022
Q2 		$5.23M Buy
63,465
+38,173
+151% +$3.4M 0.16% 99
2022
Q1 		$2.43M Buy
+25,292
New +$2.2M 0.06% 161
2021
Q4 		– Sell
-3,867
Closed -$319K – 478
2021
Q3 		$319K Buy
+3,867
New +$332K 0.01% 353
2021
Q1 		– Sell
-218
Closed -$14K – 476
2020
Q4 		$14K Sell
218
-3,687
-94% -$224K ﹤0.01% 417
2020
Q3 		$215K Buy
3,905
+2,987
+325% +$164K 0.01% 318
2020
Q2 		$48K Sell
918
-3,639
-80% -$179K ﹤0.01% 381
2020
Q1 		$209K Sell
4,557
-30,351
-87% -$2.24M 0.01% 322
2019
Q4 		$2.85M Buy
34,908
+7,766
+29% +$665K 0.22% 86
2019
Q3 		$2.46M Buy
27,142
+8,828
+48% +$768K 0.17% 101
2019
Q2 		$1.49M Buy
18,314
+5,313
+41% +$418K 0.12% 132
2019
Q1 		$1.01M Buy
+13,001
New +$975K 0.08% 133

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

Ossiam's WELL Position: Q2 2026 in Review

Ossiam increased its Welltower (WELL) stake by 22% in Q2 2026, buying an estimated $434K and bringing the position to 11,533 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #250.

Ossiam first reported a position in WELL in Q1 2019 and has held it in 27 quarters since. The position peaked at $18.3M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ossiam held 11,533 shares of Welltower worth $2.62M as of Q2 2026.
  • Ossiam bought 2,055 Welltower shares in Q2 2026, an estimated $434K.
  • Welltower made up 0.03% of Ossiam's portfolio in Q2 2026, its #250 holding.
  • Ossiam first reported a position in Welltower in Q1 2019 and has held it in 27 quarters since.
  • Ossiam's Welltower position peaked at $18.3M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.