Sompo Asset Management’s Welltower WELL Stock Holding History

Sompo 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	$411K	Buy	+1,810	New	+$383K	0.07%	144
2023 Q4	–	Sell	-4,940	Closed	-$405K	–	200
2023 Q3	$405K	Sell	4,940 -11,820	-71%	-$972K	0.09%	151
2023 Q2	$1.36M	Sell	16,760 -880	-5%	-$67.8K	0.25%	66
2023 Q1	$1.26M	Buy	17,640 +250	+1%	+$18.1K	0.27%	75
2022 Q4	$1.14M	Buy	17,390 +670	+4%	+$43.1K	0.26%	81
2022 Q3	$1.07M	Buy	16,720 +2,200	+15%	+$172K	0.27%	77
2022 Q2	$1.2M	Sell	14,520 -1,820	-11%	-$162K	0.3%	74
2022 Q1	$1.57M	Sell	16,340 -390	-2%	-$33.9K	0.34%	76
2021 Q4	$1.43M	Sell	16,730 -19,440	-54%	-$1.62M	0.29%	80
2021 Q3	$2.98M	Sell	36,170 -15,800	-30%	-$1.36M	0.68%	47
2021 Q2	$4.32M	Buy	51,970 +760	+1%	+$58.2K	0.88%	39
2021 Q1	$3.67M	Sell	51,210 -15,460	-23%	-$1.04M	0.83%	38
2020 Q4	$4.31M	Sell	66,670 -300	-0.4%	-$18.2K	0.93%	38
2020 Q3	$3.69M	Sell	66,970 -1,060	-2%	-$58.2K	0.89%	37
2020 Q2	$3.52M	Buy	68,030 +11,375	+20%	+$559K	0.89%	40
2020 Q1	$2.59M	Buy	56,655 +37,355	+194%	+$2.76M	0.69%	47
2019 Q4	$1.58M	Buy	+19,300	New	+$1.65M	0.37%	67

Other funds holding WELL

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Sompo Asset Management opened a new position in Welltower (WELL) in Q2 2026: 1,810 shares worth $411K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings. This is a return to the name: Sompo Asset Management previously reported a position in WELL as recently as Q3 2023.

Sompo Asset Management first reported a position in WELL in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.32M in Q2 2021. 268 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Sompo Asset Management held 1,810 shares of Welltower worth $411K as of Q2 2026.
Welltower was a new Sompo Asset Management position in Q2 2026.
Welltower made up 0.07% of Sompo Asset Management's portfolio in Q2 2026, its #144 holding.
Sompo Asset Management first reported a position in Welltower in Q4 2019 and has held it in 17 quarters since.
Sompo Asset Management's Welltower position peaked at $4.32M in Q2 2021.
268 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.