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Pacifica Partners’s Welltower WELL Stock Holding History

Pacifica Partners’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 		$12.7K Hold
54
– – ﹤0.01% 289
2026
Q1 		$10.7K Hold
54
– – ﹤0.01% 309
2025
Q4 		$10.1K Hold
54
– – ﹤0.01% 305
2025
Q3 		$9.69K Buy
+54
New +$8.88K ﹤0.01% 338
2022
Q4 		– Sell
-39
Closed -$3K – 507
2022
Q3 		$3K Hold
39
– – ﹤0.01% 411
2022
Q2 		$3K Hold
39
– – ﹤0.01% 420
2022
Q1 		$3K Hold
39
– – ﹤0.01% 421
2021
Q4 		$3K Hold
39
– – ﹤0.01% 420
2021
Q3 		$3K Hold
39
– – ﹤0.01% 419
2021
Q2 		$3K Buy
+39
New +$2.98K ﹤0.01% 406

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

Pacifica Partners's WELL Position: Q2 2026 in Review

Pacifica Partners held its Welltower (WELL) position steady in Q2 2026 at 54 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Pacifica Partners first reported a position in WELL in Q2 2021 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pacifica Partners held 54 shares of Welltower worth $12.7K as of Q2 2026.
  • Pacifica Partners left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Pacifica Partners's portfolio in Q2 2026, its #289 holding.
  • Pacifica Partners first reported a position in Welltower in Q2 2021 and has held it in 10 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.