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 Q2	$52.3M	Buy	230,373 +45,075	+24%	+$9.53M	0.06%	375
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Quantinno Capital Management's WELL Position: Q2 2026 in Review

Quantinno Capital Management increased its Welltower (WELL) stake by 24% in Q2 2026, buying an estimated $9.53M and bringing the position to 230,373 shares worth $52.3M. The position accounts for 0.06% of the portfolio, ranked #375.

Quantinno Capital Management first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Quantinno Capital Management held 230,373 shares of Welltower worth $52.3M as of Q2 2026.
Quantinno Capital Management bought 45,075 Welltower shares in Q2 2026, an estimated $9.53M.
Welltower made up 0.06% of Quantinno Capital Management's portfolio in Q2 2026, its #375 holding.
Quantinno Capital Management first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.