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Patton Fund Management’s Welltower WELL Stock Holding History

Patton Fund 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 		– Sell
-12,428
Closed -$2.46M – 467
2026
Q1 		$2.46M Sell
12,428
-20,994
-63% -$4.15M 0.42% 83
2025
Q4 		$6.2M Buy
33,422
+11,935
+56% +$2.23M 0.83% 46
2025
Q3 		$3.83M Sell
21,487
-359
-2% -$59K 0.69% 29
2025
Q2 		$3.36M Sell
21,846
-17,865
-45% -$2.67M 0.74% 26
2025
Q1 		$6.08M Sell
39,711
-11,691
-23% -$1.67M 1.47% 12
2024
Q4 		$6.48M Buy
+51,402
New +$6.75M 1.27% 22

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Patton Fund Management's WELL Position: Q2 2026 in Review

Patton Fund Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 12,428 shares — an estimated $2.46M sold.

Patton Fund Management first reported a position in WELL in Q4 2024 and held it in 6 quarters. The position peaked at $6.48M in Q4 2024. 303 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Patton Fund Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 12,428 Welltower shares in Q2 2026, an estimated $2.46M.
  • Patton Fund Management first reported a position in Welltower in Q4 2024 and held it in 6 quarters.
  • Patton Fund Management's Welltower position peaked at $6.48M in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.