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StrongBox Wealth’s Welltower WELL Stock Holding History

StrongBox Wealth’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 		$56.7K Buy
+250
New +$52.9K 0.02% 166

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

StrongBox Wealth's WELL Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Welltower (WELL) in Q2 2026: 250 shares worth $56.7K. The stake represents 0.02% of the portfolio and ranks #166 among its holdings.

415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • StrongBox Wealth held 250 shares of Welltower worth $56.7K as of Q2 2026.
  • Welltower was a new StrongBox Wealth position in Q2 2026.
  • Welltower made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #166 holding.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.