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SJS Investment Consulting’s Welltower WELL Stock Holding History

SJS Investment Consulting’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 		$1.07M Buy
4,706
+102
+2% +$21.6K 0.12% 48
2026
Q1 		$910K Sell
4,604
-468
-9% -$92.5K 0.11% 48
2025
Q4 		$941K Buy
5,072
+19
+0.4% +$3.55K 0.12% 48
2025
Q3 		$900K Buy
5,053
+4,044
+401% +$665K 0.12% 50
2025
Q2 		$155K Buy
1,009
+73
+8% +$10.9K 0.02% 113
2025
Q1 		$143K Sell
936
-110
-11% -$15.7K 0.02% 114
2024
Q4 		$132K Hold
1,046
– – 0.02% 114
2024
Q3 		$134K Sell
1,046
-253
-19% -$29.5K 0.02% 123
2024
Q2 		$135K Sell
1,299
-57
-4% -$5.59K 0.03% 108
2024
Q1 		$127K Buy
1,356
+183
+16% +$16.6K 0.03% 113
2023
Q4 		$106K Hold
1,173
– – 0.02% 116
2023
Q3 		$96.1K Hold
1,173
– – 0.02% 113
2023
Q2 		$94.9K Hold
1,173
– – 0.02% 106
2023
Q1 		$84.1K Hold
1,173
– – 0.02% 118
2022
Q4 		$76.9K Hold
1,173
– – 0.02% 129
2022
Q3 		$75K Buy
+1,173
New +$91.7K 0.03% 127
2022
Q1 		$115K Buy
1,193
+20
+2% +$1.74K 0.04% 125
2021
Q4 		$101K Buy
+1,173
New +$97.8K 0.03% 127

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SJS Investment Consulting's WELL Position: Q2 2026 in Review

SJS Investment Consulting increased its Welltower (WELL) stake by 2.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 4,706 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #48.

SJS Investment Consulting first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • SJS Investment Consulting held 4,706 shares of Welltower worth $1.07M as of Q2 2026.
  • SJS Investment Consulting bought 102 Welltower shares in Q2 2026, an estimated $21.6K.
  • Welltower made up 0.12% of SJS Investment Consulting's portfolio in Q2 2026, its #48 holding.
  • SJS Investment Consulting first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.