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Perpetual Ltd’s Welltower WELL Stock Holding History

Perpetual Ltd’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 		$5.34M Buy
23,510
+1,094
+5% +$231K 0.08% 133
2026
Q1 		$4.43M Buy
22,416
+165
+0.7% +$32.6K 0.07% 122
2025
Q4 		$4.13M Sell
22,251
-835
-4% -$156K 0.06% 137
2025
Q3 		$4.11M Sell
23,086
-949
-4% -$156K 0.05% 153
2025
Q2 		$3.69M Buy
24,035
+481
+2% +$71.9K 0.04% 153
2025
Q1 		$3.61M Sell
23,554
-650
-3% -$92.6K 0.04% 158
2024
Q4 		$3.05M Buy
24,204
+820
+4% +$108K 0.04% 163
2024
Q3 		$2.99M Sell
23,384
-6,880
-23% -$803K 0.03% 162
2024
Q2 		$3.16M Sell
30,264
-2,180
-7% -$214K 0.03% 179
2024
Q1 		$3.03M Buy
32,444
+11,830
+57% +$1.07M 0.03% 190
2023
Q4 		$1.86M Buy
20,614
+7,030
+52% +$610K 0.02% 213
2023
Q3 		$1.11M Sell
13,584
-900
-6% -$74K 0.01% 267
2023
Q2 		$1.17M Sell
14,484
-5,080
-26% -$391K 0.01% 295
2023
Q1 		$1.4M Buy
+19,564
New +$1.42M 0.01% 279
2018
Q1 		– Sell
-3,500
Closed -$224K – 186
2017
Q4 		$224K Hold
3,500
– – 0.03% 164
2017
Q3 		$238K Hold
3,500
– – 0.03% 153
2017
Q2 		$262K Hold
3,500
– – 0.02% 230
2017
Q1 		$251K Hold
3,500
– – 0.02% 166
2016
Q4 		$234K Buy
3,500
+800
+30% +$53K 0.04% 99
2016
Q3 		$202K Buy
+2,700
New +$207K 0.02% 236
2015
Q3 		– Sell
-14,719
Closed -$966K – 190
2015
Q2 		$966K Hold
14,719
– – 0.11% 117
2015
Q1 		$1.14M Sell
14,719
-1,900
-11% -$150K 0.13% 112
2014
Q4 		$1.26M Sell
16,619
-2,459
-13% -$176K 0.15% 142
2014
Q3 		$1.19M Buy
19,078
+1,013
+6% +$65.3K 0.13% 134
2014
Q2 		$1.13M Buy
18,065
+328
+2% +$20.6K 0.1% 131
2014
Q1 		$1.06M Sell
17,737
-244
-1% -$13.9K 0.16% 121
2013
Q4 		$963K Sell
17,981
-376
-2% -$22.4K 0.13% 132
2013
Q3 		$1.15M Buy
+18,357
New +$1.17M 0.16% 121

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd's WELL Position: Q2 2026 in Review

Perpetual Ltd increased its Welltower (WELL) stake by 4.9% in Q2 2026, buying an estimated $231K and bringing the position to 23,510 shares worth $5.34M. The position accounts for 0.08% of the portfolio, ranked #133.

Perpetual Ltd first reported a position in WELL in Q3 2013 and has held it in 28 quarters since. 533 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Perpetual Ltd held 23,510 shares of Welltower worth $5.34M as of Q2 2026.
  • Perpetual Ltd bought 1,094 Welltower shares in Q2 2026, an estimated $231K.
  • Welltower made up 0.08% of Perpetual Ltd's portfolio in Q2 2026, its #133 holding.
  • Perpetual Ltd first reported a position in Welltower in Q3 2013 and has held it in 28 quarters since.
  • 533 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.