Ostrum Asset Management’s Welltower WELL Stock Holding History

Ostrum 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 Q1	$5.03M	Buy	25,431 +1,717	+7%	+$339K	0.28%	51
2025 Q4	$4.4M	Sell	23,714 -9,289	-28%	-$1.73M	0.21%	65
2025 Q3	$5.88M	Buy	33,003 +2,411	+8%	+$396K	0.26%	59
2025 Q2	$4.7M	Buy	30,592 +25,415	+491%	+$3.8M	0.22%	79
2025 Q1	$793K	Sell	5,177 -40	-0.8%	-$5.7K	0.04%	348
2024 Q4	$657K	Buy	5,217 +86	+2%	+$11.3K	0.06%	368
2024 Q3	$657K	Buy	5,131 +166	+3%	+$19.4K	0.05%	367
2024 Q2	$518K	Buy	4,965 +284	+6%	+$27.8K	0.05%	387
2024 Q1	$437K	Buy	4,681 +410	+10%	+$37.1K	0.03%	456
2023 Q4	$385K	Sell	4,271 -23,451	-85%	-$2.03M	0.03%	444
2023 Q3	$2.27M	Buy	27,722 +459	+2%	+$37.8K	0.21%	155
2023 Q2	$2.21M	Buy	27,263 +63	+0.2%	+$4.85K	0.18%	186
2023 Q1	$1.95M	Buy	+27,200	New	+$1.97M	0.17%	198

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ostrum Asset Management's WELL Position: Q1 2026 in Review

Ostrum Asset Management increased its Welltower (WELL) stake by 7.2% in Q1 2026, buying an estimated $339K and bringing the position to 25,431 shares worth $5.03M. The position accounts for 0.28% of the portfolio, ranked #51.

Ostrum Asset Management first reported a position in WELL in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.88M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Ostrum Asset Management held 25,431 shares of Welltower worth $5.03M as of Q1 2026.
Ostrum Asset Management bought 1,717 Welltower shares in Q1 2026, an estimated $339K.
Welltower made up 0.28% of Ostrum Asset Management's portfolio in Q1 2026, its #51 holding.
Ostrum Asset Management first reported a position in Welltower in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Welltower position peaked at $5.88M in Q3 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.