Princeton Global Asset Management’s Welltower WELL Stock Holding History

Princeton Global Asset 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	$209K	Sell	920 -113	-11%	-$23.9K	0.03%	210
2026 Q1	$204K	Sell	1,033 -31	-3%	-$6.13K	0.03%	202
2025 Q4	$197K	Buy	1,064 +63	+6%	+$11.8K	0.03%	198
2025 Q3	$178K	Sell	1,001 -6	-0.6%	-$986	0.03%	202
2025 Q2	$155K	Buy	1,007 +316	+46%	+$47.2K	0.03%	208
2025 Q1	$106K	Sell	691 -138	-17%	-$19.7K	0.02%	221
2024 Q4	$104K	Hold	829	–	–	0.02%	237
2024 Q3	$106K	Buy	829 +479	+137%	+$55.9K	0.02%	236
2024 Q2	$36.5K	Hold	350	–	–	0.01%	325
2024 Q1	$32.7K	Buy	+350	New	+$31.7K	0.01%	312
2023 Q4	–	Sell	-37	Closed	-$3.03K	–	674
2023 Q3	$3.03K	Hold	37	–	–	﹤0.01%	497
2023 Q2	$2.99K	Hold	37	–	–	﹤0.01%	496
2023 Q1	$2.65K	Hold	37	–	–	﹤0.01%	506
2022 Q4	$2K	Hold	37	–	–	﹤0.01%	517
2022 Q3	$2K	Hold	37	–	–	﹤0.01%	509
2022 Q2	$3K	Hold	37	–	–	﹤0.01%	502
2022 Q1	$4K	Hold	37	–	–	﹤0.01%	519
2021 Q4	$3K	Buy	+37	New	+$3.08K	﹤0.01%	478
2020 Q1	–	Sell	-209	Closed	-$17	–	573
2019 Q4	$17	Buy	+209	New	+$17.9K	0.01%	354

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Princeton Global Asset Management's WELL Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Welltower (WELL) stake by 11% in Q2 2026, selling an estimated $23.9K and leaving 920 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #210.

Princeton Global Asset Management first reported a position in WELL in Q4 2019 and has held it in 19 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Princeton Global Asset Management held 920 shares of Welltower worth $209K as of Q2 2026.
Princeton Global Asset Management sold 113 Welltower shares in Q2 2026, an estimated $23.9K.
Welltower made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #210 holding.
Princeton Global Asset Management first reported a position in Welltower in Q4 2019 and has held it in 19 quarters since.
223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.