PAS
WELL icon

Park Avenue Securities’s Welltower WELL Stock Holding History

Park Avenue Securities’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 		$4.94M Sell
21,771
-2,018
-8% -$427K 0.03% 389
2026
Q1 		$4.7M Buy
23,789
+1,001
+4% +$198K 0.04% 328
2025
Q4 		$4.23M Buy
22,788
+4,423
+24% +$826K 0.04% 335
2025
Q3 		$3.27M Buy
18,365
+1,294
+8% +$213K 0.03% 425
2025
Q2 		$2.62M Buy
17,071
+28
+0.2% +$4.18K 0.02% 437
2025
Q1 		$2.61M Buy
17,043
+3,587
+27% +$511K 0.03% 327
2024
Q4 		$1.7M Buy
13,456
+2,250
+20% +$295K 0.02% 538
2024
Q3 		$1.44M Sell
11,206
-39
-0.3% -$4.55K 0.02% 532
2024
Q2 		$1.17M Sell
11,245
-933
-8% -$91.4K 0.01% 601
2024
Q1 		$1.14M Buy
12,178
+756
+7% +$68.5K 0.01% 605
2023
Q4 		$1.03M Sell
11,422
-821
-7% -$71.2K 0.01% 610
2023
Q3 		$1M Buy
12,243
+451
+4% +$37.1K 0.02% 558
2023
Q2 		$954K Buy
11,792
+475
+4% +$36.6K 0.02% 489
2023
Q1 		$811K Buy
11,317
+1,231
+12% +$89.3K 0.01% 521
2022
Q4 		$661K Buy
10,086
+739
+8% +$47.5K 0.01% 677
2022
Q3 		$601K Buy
9,347
+301
+3% +$23.5K 0.01% 648
2022
Q2 		$745K Buy
9,046
+1,275
+16% +$113K 0.01% 568
2022
Q1 		$747K Buy
7,771
+341
+5% +$29.6K 0.01% 586
2021
Q4 		$637K Buy
7,430
+1,496
+25% +$125K 0.01% 614
2021
Q3 		$489K Buy
5,934
+275
+5% +$23.6K 0.01% 642
2021
Q2 		$470K Buy
5,659
+1,880
+50% +$144K 0.01% 664
2021
Q1 		$271K Buy
3,779
+57
+2% +$3.83K 0.01% 815
2020
Q4 		$240K Buy
+3,722
New +$226K 0.01% 768
2020
Q2 		– Sell
-7,453
Closed -$341K – 704
2020
Q1 		$341K Sell
7,453
-10,786
-59% -$796K 0.03% 223
2019
Q4 		$1.49M Buy
18,239
+1,321
+8% +$113K 0.06% 134
2019
Q3 		$1.53M Buy
16,918
+265
+2% +$23.1K 0.07% 110
2019
Q2 		$1.36M Sell
16,653
-699
-4% -$54.9K 0.15% 56
2019
Q1 		$1.34M Buy
17,352
+1,033
+6% +$77.5K 0.07% 100
2018
Q4 		$1.17M Buy
16,319
+2,644
+19% +$180K 0.18% 42
2018
Q3 		$866K Buy
13,675
+1,348
+11% +$87.1K 0.14% 53
2018
Q2 		$765K Buy
12,327
+2,089
+20% +$116K 0.13% 49
2018
Q1 		$553K Buy
10,238
+478
+5% +$27K 0.12% 59
2017
Q4 		$625K Buy
9,760
+2,678
+38% +$180K 0.16% 39
2017
Q3 		$493K Buy
7,082
+2,989
+73% +$217K 0.15% 35
2017
Q2 		$308K Sell
4,093
-1,299
-24% -$95K 0.03% 132
2017
Q1 		$384K Buy
5,392
+1,741
+48% +$117K 0.17% 26
2016
Q4 		$242K Buy
+3,651
New +$242K 0.12% 39

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

Park Avenue Securities's WELL Position: Q2 2026 in Review

Park Avenue Securities reduced its Welltower (WELL) stake by 8.5% in Q2 2026, selling an estimated $427K and leaving 21,771 shares worth $4.94M. The position accounts for 0.03% of the portfolio, ranked #389.

Park Avenue Securities first reported a position in WELL in Q4 2016 and has held it in 37 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Park Avenue Securities held 21,771 shares of Welltower worth $4.94M as of Q2 2026.
  • Park Avenue Securities sold 2,018 Welltower shares in Q2 2026, an estimated $427K.
  • Welltower made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #389 holding.
  • Park Avenue Securities first reported a position in Welltower in Q4 2016 and has held it in 37 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.