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Quantinno Capital Management’s Welltower WELL Stock Holding History

Quantinno Capital 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
Q1 		$36.6M Buy
185,298
+25,728
+16% +$5.08M 0.06% 390
2025
Q4 		$29.6M Buy
159,570
+44,707
+39% +$8.35M 0.06% 382
2025
Q3 		$20.5M Buy
114,863
+33,594
+41% +$5.52M 0.06% 398
2025
Q2 		$12.5M Buy
81,269
+20,097
+33% +$3M 0.05% 416
2025
Q1 		$9.37M Buy
61,172
+19,515
+47% +$2.78M 0.06% 392
2024
Q4 		$5.25M Buy
41,657
+5,234
+14% +$687K 0.05% 451
2024
Q3 		$4.66M Buy
36,423
+3,872
+12% +$452K 0.06% 391
2024
Q2 		$3.39M Buy
32,551
+5,494
+20% +$538K 0.06% 383
2024
Q1 		$2.53M Buy
27,057
+2,281
+9% +$207K 0.06% 424
2023
Q4 		$2.23M Buy
24,776
+4,819
+24% +$418K 0.08% 318
2023
Q3 		$1.64M Buy
19,957
+6,174
+45% +$508K 0.07% 359
2023
Q2 		$1.11M Buy
13,783
+3,041
+28% +$234K 0.06% 400
2023
Q1 		$770K Buy
10,742
+1,625
+18% +$118K 0.05% 463
2022
Q4 		$598K Buy
+9,117
New +$586K 0.04% 483

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Quantinno Capital Management's WELL Position: Q1 2026 in Review

Quantinno Capital Management increased its Welltower (WELL) stake by 16% in Q1 2026, buying an estimated $5.08M and bringing the position to 185,298 shares worth $36.6M. The position accounts for 0.06% of the portfolio, ranked #390.

Quantinno Capital Management first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Quantinno Capital Management held 185,298 shares of Welltower worth $36.6M as of Q1 2026.
  • Quantinno Capital Management bought 25,728 Welltower shares in Q1 2026, an estimated $5.08M.
  • Welltower made up 0.06% of Quantinno Capital Management's portfolio in Q1 2026, its #390 holding.
  • Quantinno Capital Management first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.