Resona Asset Management’s Welltower WELL Stock Holding History

Resona 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	$99.7M	Buy	437,988 +2,331	+0.5%	+$493K	0.47%	39
2026 Q1	$85.3M	Buy	435,657 +23,227	+6%	+$4.59M	0.43%	42
2025 Q4	$77.8M	Sell	412,430 -5,848	-1%	-$1.09M	0.37%	48
2025 Q3	$73.9M	Buy	418,278 +56,212	+16%	+$9.24M	0.35%	51
2025 Q2	$55.2M	Sell	362,066 -12,537	-3%	-$1.87M	0.27%	71
2025 Q1	$57.5M	Buy	374,603 +32,589	+10%	+$4.64M	0.33%	55
2024 Q4	$42.9M	Buy	342,014 +16,517	+5%	+$2.17M	0.25%	79
2024 Q3	$41.5M	Sell	325,497 -15,887	-5%	-$1.85M	0.24%	84
2024 Q2	$35.4M	Buy	341,384 +27,609	+9%	+$2.71M	0.21%	94
2024 Q1	$29.3M	Buy	+313,775	New	+$28.4M	0.17%	117

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

Resona Asset Management's WELL Position: Q2 2026 in Review

Resona Asset Management increased its Welltower (WELL) stake by 0.54% in Q2 2026, buying an estimated $493K and bringing the position to 437,988 shares worth $99.7M. The position accounts for 0.47% of the portfolio, ranked #39.

Resona Asset Management first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Resona Asset Management held 437,988 shares of Welltower worth $99.7M as of Q2 2026.
Resona Asset Management bought 2,331 Welltower shares in Q2 2026, an estimated $493K.
Welltower made up 0.47% of Resona Asset Management's portfolio in Q2 2026, its #39 holding.
Resona Asset Management first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.