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Paradigm Asset Management’s Welltower WELL Stock Holding History

Paradigm 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
Q2 		$236K Sell
1,038
-8,900
-90% -$1.88M 0.05% 248
2026
Q1 		$1.96M Hold
9,938
– – 0.46% 63
2025
Q4 		$1.84M Sell
9,938
-600
-6% -$112K 0.43% 65
2025
Q3 		$1.88M Hold
10,538
– – 0.43% 69
2025
Q2 		$1.62M Sell
10,538
-300
-3% -$44.8K 0.4% 83
2025
Q1 		$1.66M Hold
10,838
– – 0.44% 67
2024
Q4 		$1.37M Buy
10,838
+300
+3% +$39.4K 0.37% 83
2024
Q3 		$1.35M Hold
10,538
– – 0.35% 107
2024
Q2 		$1.1M Buy
10,538
+9,500
+915% +$931K 0.31% 142
2024
Q1 		$97K Hold
1,038
– – 0.02% 353
2023
Q4 		$93.6K Hold
1,038
– – 0.02% 350
2023
Q3 		$85K Hold
1,038
– – 0.02% 361
2023
Q2 		$84K Hold
1,038
– – 0.02% 354
2023
Q1 		$74.4K Sell
1,038
-50
-5% -$3.63K 0.02% 385
2022
Q4 		$71.3K Sell
1,088
-15,400
-93% -$990K 0.02% 394
2022
Q3 		$1.06M Sell
16,488
-100
-0.6% -$7.82K 0.35% 67
2022
Q2 		$1.37M Hold
16,588
– – 0.42% 53
2022
Q1 		$1.59M Hold
16,588
– – 0.42% 62
2021
Q4 		$1.42M Buy
16,588
+1,088
+7% +$90.7K 0.36% 90
2021
Q3 		$1.28M Sell
15,500
-800
-5% -$68.7K 0.35% 91
2021
Q2 		$1.35M Hold
16,300
– – 0.35% 84
2021
Q1 		$1.17M Sell
16,300
-500
-3% -$33.6K 0.31% 98
2020
Q4 		$1.09M Buy
+16,800
New +$1.02M 0.3% 125
2016
Q4 		– Sell
-43,500
Closed -$3.25M – 642
2016
Q3 		$3.25M Buy
+43,500
New +$3.33M 0.57% 73

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

Paradigm Asset Management's WELL Position: Q2 2026 in Review

Paradigm Asset Management reduced its Welltower (WELL) stake by 90% in Q2 2026, selling an estimated $1.88M and leaving 1,038 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #248.

Paradigm Asset Management first reported a position in WELL in Q3 2016 and has held it in 24 quarters since. The position peaked at $3.25M in Q3 2016. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Paradigm Asset Management held 1,038 shares of Welltower worth $236K as of Q2 2026.
  • Paradigm Asset Management sold 8,900 Welltower shares in Q2 2026, an estimated $1.88M.
  • Welltower made up 0.05% of Paradigm Asset Management's portfolio in Q2 2026, its #248 holding.
  • Paradigm Asset Management first reported a position in Welltower in Q3 2016 and has held it in 24 quarters since.
  • Paradigm Asset Management's Welltower position peaked at $3.25M in Q3 2016.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.