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Park Edge Advisors’s Welltower WELL Stock Holding History

Park Edge Advisors’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 		$2.81M Buy
12,381
+6,930
+127% +$1.47M 0.59% 35
2026
Q1 		$1.08M Buy
5,451
+203
+4% +$40.1K 0.25% 68
2025
Q4 		$974K Buy
+5,248
New +$980K 0.22% 80

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Park Edge Advisors's WELL Position: Q2 2026 in Review

Park Edge Advisors increased its Welltower (WELL) stake by 127% in Q2 2026, buying an estimated $1.47M and bringing the position to 12,381 shares worth $2.81M. The position accounts for 0.59% of the portfolio, ranked #35.

Park Edge Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Park Edge Advisors held 12,381 shares of Welltower worth $2.81M as of Q2 2026.
  • Park Edge Advisors bought 6,930 Welltower shares in Q2 2026, an estimated $1.47M.
  • Welltower made up 0.59% of Park Edge Advisors's portfolio in Q2 2026, its #35 holding.
  • Park Edge Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.