Panagora Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $823K | Hold |
3,625
| – | – | ﹤0.01% | 778 |
|
|
2026
Q1 | $717K | Hold |
3,625
| – | – | ﹤0.01% | 779 |
|
|
2025
Q4 | $673K | Hold |
3,625
| – | – | ﹤0.01% | 806 |
|
|
2025
Q3 | $646K | Hold |
3,625
| – | – | ﹤0.01% | 743 |
|
|
2025
Q2 | $557K | Sell |
3,625
-25
| -0.7% | -$3.74K | ﹤0.01% | 771 |
|
|
2025
Q1 | $559K | Buy |
3,650
+1
| +0% | +$142 | ﹤0.01% | 787 |
|
|
2024
Q4 | $460K | Sell |
3,649
-5,127
| -58% | -$673K | ﹤0.01% | 860 |
|
|
2024
Q3 | $1.12M | Sell |
8,776
-4
| -0% | -$467 | 0.01% | 698 |
|
|
2024
Q2 | $915K | Sell |
8,780
-999
| -10% | -$97.9K | ﹤0.01% | 742 |
|
|
2024
Q1 | $914K | Hold |
9,779
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $882K | Sell |
9,779
-136
| -1% | -$11.8K | ﹤0.01% | 851 |
|
|
2023
Q3 | $812K | Buy |
9,915
+8
| +0.1% | +$658 | 0.01% | 844 |
|
|
2023
Q2 | $801K | Sell |
9,907
-27
| -0.3% | -$2.08K | ﹤0.01% | 859 |
|
|
2023
Q1 | $712K | Sell |
9,934
-5,720
| -37% | -$415K | ﹤0.01% | 968 |
|
|
2022
Q4 | $1.03M | Sell |
15,654
-1,766
| -10% | -$114K | 0.01% | 883 |
|
|
2022
Q3 | $1.12M | Buy |
17,420
+39
| +0.2% | +$3.05K | 0.01% | 814 |
|
|
2022
Q2 | $1.43M | Hold |
17,381
| – | – | 0.01% | 744 |
|
|
2022
Q1 | $1.67M | Buy |
17,381
+4,962
| +40% | +$431K | 0.01% | 736 |
|
|
2021
Q4 | $1.06M | Sell |
12,419
-2,753
| -18% | -$230K | 0.01% | 890 |
|
|
2021
Q3 | $1.25M | Buy |
15,172
+11
| +0.1% | +$945 | 0.01% | 867 |
|
|
2021
Q2 | $1.26M | Sell |
15,161
-529
| -3% | -$40.5K | 0.01% | 892 |
|
|
2021
Q1 | $1.12M | Buy |
15,690
+2,202
| +16% | +$148K | 0.01% | 974 |
|
|
2020
Q4 | $872K | Buy |
13,488
+1,149
| +9% | +$69.7K | 0.01% | 1027 |
|
|
2020
Q3 | $680K | Buy |
12,339
+2,641
| +27% | +$145K | ﹤0.01% | 1049 |
|
|
2020
Q2 | $502K | Sell |
9,698
-8,240
| -46% | -$405K | ﹤0.01% | 1203 |
|
|
2020
Q1 | $821K | Buy |
17,938
+9,589
| +115% | +$708K | 0.01% | 919 |
|
|
2019
Q4 | $683K | Buy |
8,349
+193
| +2% | +$16.5K | ﹤0.01% | 1194 |
|
|
2019
Q3 | $739K | Sell |
8,156
-418
| -5% | -$36.4K | ﹤0.01% | 1148 |
|
|
2019
Q2 | $699K | Sell |
8,574
-29
| -0.3% | -$2.28K | ﹤0.01% | 1308 |
|
|
2019
Q1 | $668K | Sell |
8,603
-2,334
| -21% | -$175K | ﹤0.01% | 1298 |
|
|
2018
Q4 | $759K | Hold |
10,937
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q3 | $703K | Sell |
10,937
-1,597
| -13% | -$103K | ﹤0.01% | 1269 |
|
|
2018
Q2 | $786K | Sell |
12,534
-2,182
| -15% | -$122K | ﹤0.01% | 1241 |
|
|
2018
Q1 | $801K | Buy |
14,716
+797
| +6% | +$45K | ﹤0.01% | 1239 |
|
|
2017
Q4 | $888K | Sell |
13,919
-595
| -4% | -$39.9K | ﹤0.01% | 1183 |
|
|
2017
Q3 | $1.02M | Buy |
14,514
+13
| +0.1% | +$945 | ﹤0.01% | 1115 |
|
|
2017
Q2 | $1.08M | Sell |
14,501
-1,755
| -11% | -$128K | ﹤0.01% | 1087 |
|
|
2017
Q1 | $1.15M | Sell |
16,256
-2,048
| -11% | -$138K | ﹤0.01% | 1081 |
|
|
2016
Q4 | $1.23M | Buy |
18,304
+3,247
| +22% | +$215K | 0.01% | 1111 |
|
|
2016
Q3 | $1.13M | Sell |
15,057
-2,445
| -14% | -$187K | 0.01% | 1150 |
|
|
2016
Q2 | $1.33M | Buy |
17,502
+2,167
| +14% | +$154K | 0.01% | 1013 |
|
|
2016
Q1 | $1.06M | Sell |
15,335
-100
| -0.6% | -$6.45K | 0.01% | 1081 |
|
|
2015
Q4 | $1.05M | Sell |
15,435
-1,559
| -9% | -$102K | 0.01% | 1041 |
|
|
2015
Q3 | $1.15M | Sell |
16,994
-8,007
| -32% | -$535K | 0.01% | 982 |
|
|
2015
Q2 | $1.64M | Buy |
25,001
+2,347
| +10% | +$168K | 0.01% | 874 |
|
|
2015
Q1 | $1.75M | Sell |
22,654
-1,718
| -7% | -$135K | 0.01% | 825 |
|
|
2014
Q4 | $1.84M | Hold |
24,372
| – | – | 0.01% | 773 |
|
|
2014
Q3 | $1.52M | Buy |
24,372
+10,090
| +71% | +$651K | 0.01% | 857 |
|
|
2014
Q2 | $895K | Sell |
14,282
-6,447
| -31% | -$406K | ﹤0.01% | 1178 |
|
|
2014
Q1 | $1.24M | Buy |
20,729
+1,390
| +7% | +$79.4K | 0.01% | 1090 |
|
|
2013
Q4 | $1.04M | Sell |
19,339
-1,460
| -7% | -$86.8K | ﹤0.01% | 1159 |
|
|
2013
Q3 | $1.3M | Buy |
20,799
+247
| +1% | +$15.7K | 0.01% | 1006 |
|
|
2013
Q2 | $1.38M | Buy |
+20,552
| New | +$1.46M | 0.01% | 932 |
|
Other funds holding WELL
Panagora Asset Management's WELL Position: Q2 2026 in Review
Panagora Asset Management held its Welltower (WELL) position steady in Q2 2026 at 3,625 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #778.
Panagora Asset Management first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.84M in Q4 2014. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Panagora Asset Management held 3,625 shares of Welltower worth $823K as of Q2 2026.
- Panagora Asset Management left its Welltower share count unchanged in Q2 2026.
- Welltower made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #778 holding.
- Panagora Asset Management first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- Panagora Asset Management's Welltower position peaked at $1.84M in Q4 2014.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.