Perpetual Ltd’s Welltower WELL Stock Holding History
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
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. 1,596 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.
- 1,596 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.