QWM
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Quaker Wealth Management’s Welltower WELL Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-14
Closed -$2.15K – 1730
2025
Q1 		$2.15K Buy
+14
New +$2K ﹤0.01% 403

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
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Quaker Wealth Management's WELL Position: Q2 2026 in Review

Quaker Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 18 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Quaker Wealth Management first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Quaker Wealth Management held 18 shares of Welltower worth $4.09K as of Q2 2026.
  • Quaker Wealth Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Quaker Wealth Management first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 522 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.