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Sumitomo Mitsui DS Asset Management’s Welltower WELL Stock Holding History

Sumitomo Mitsui DS 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 		$64.3M Buy
283,298
+7,613
+3% +$1.61M 0.44% 47
2026
Q1 		$54.5M Buy
275,685
+10,516
+4% +$2.08M 0.44% 49
2025
Q4 		$49.2M Buy
265,169
+16,801
+7% +$3.14M 0.39% 53
2025
Q3 		$44.2M Buy
248,368
+16,337
+7% +$2.69M 0.36% 55
2025
Q2 		$35.7M Buy
232,031
+13,441
+6% +$2.01M 0.32% 62
2025
Q1 		$33.5M Buy
218,590
+10,082
+5% +$1.44M 0.34% 58
2024
Q4 		$26.3M Buy
208,508
+19,568
+10% +$2.57M 0.27% 73
2024
Q3 		$24.2M Buy
188,940
+9,610
+5% +$1.12M 0.26% 76
2024
Q2 		$18.7M Buy
179,330
+11,627
+7% +$1.14M 0.22% 88
2024
Q1 		$15.7M Buy
167,703
+10,058
+6% +$911K 0.19% 99
2023
Q4 		$14.2M Buy
157,645
+10,169
+7% +$882K 0.19% 115
2023
Q3 		$12.1M Buy
147,476
+7,230
+5% +$595K 0.19% 100
2023
Q2 		$11.3M Buy
140,246
+30,355
+28% +$2.34M 0.17% 110
2023
Q1 		$7.88M Buy
109,891
+6,025
+6% +$437K 0.14% 131
2022
Q4 		$6.81M Buy
103,866
+9,530
+10% +$613K 0.14% 138
2022
Q3 		$6.07M Buy
94,336
+6,306
+7% +$493K 0.14% 133
2022
Q2 		$7.25M Buy
88,030
+12,004
+16% +$1.07M 0.17% 108
2022
Q1 		$7.31M Buy
76,026
+5,697
+8% +$495K 0.16% 123
2021
Q4 		$6.03M Buy
70,329
+7,324
+12% +$611K 0.13% 149
2021
Q3 		$5.19M Buy
63,005
+2,085
+3% +$179K 0.12% 153
2021
Q2 		$5.06M Buy
60,920
+4,409
+8% +$338K 0.12% 167
2021
Q1 		$4.05M Buy
56,511
+2,819
+5% +$189K 0.11% 185
2020
Q4 		$3.47M Sell
53,692
-734
-1% -$44.5K 0.1% 193
2020
Q3 		$3M Buy
54,426
+3,369
+7% +$185K 0.1% 183
2020
Q2 		$2.64M Buy
51,057
+4,550
+10% +$224K 0.09% 187
2020
Q1 		$2.13M Buy
46,507
+422
+0.9% +$31.1K 0.09% 198
2019
Q4 		$3.77M Buy
46,085
+2,810
+6% +$241K 0.13% 160
2019
Q3 		$3.92M Buy
43,275
+3,077
+8% +$268K 0.15% 146
2019
Q2 		$3.28M Sell
40,198
-185,995
-82% -$14.6M 0.13% 160
2019
Q1 		$17.6M Sell
226,193
-23,945
-10% -$1.8M 0.29% 98
2018
Q4 		$17.4M Sell
250,138
-18,457
-7% -$1.26M 0.31% 85
2018
Q3 		$17.3M Sell
268,595
-135,315
-34% -$8.74M 0.27% 91
2018
Q2 		$25.3M Buy
403,910
+41,808
+12% +$2.33M 0.39% 64
2018
Q1 		$19.7M Buy
362,102
+187,993
+108% +$10.6M 0.29% 82
2017
Q4 		$11.1M Sell
174,109
-2,470
-1% -$166K 0.17% 116
2017
Q3 		$12.4M Buy
176,579
+3,273
+2% +$238K 0.19% 114
2017
Q2 		$13M Sell
173,306
-299,634
-63% -$21.9M 0.21% 110
2017
Q1 		$33.5M Sell
472,940
-212,638
-31% -$14.3M 0.57% 47
2016
Q4 		$45.9M Buy
685,578
+199,359
+41% +$13.2M 0.88% 21
2016
Q3 		$36.4M Buy
486,219
+43,794
+10% +$3.35M 0.79% 28
2016
Q2 		$33.7M Sell
442,425
-62,145
-12% -$4.41M 1.02% 19
2016
Q1 		$35M Sell
504,570
-36,697
-7% -$2.37M 1.08% 16
2015
Q4 		$36.8M Sell
541,267
-107,559
-17% -$7.02M 1.24% 10
2015
Q3 		$43.9M Sell
648,826
-204,410
-24% -$13.7M 1.5% 4
2015
Q2 		$56M Sell
853,236
-4,746
-0.6% -$340K 1.77% 2
2015
Q1 		$66.4M Sell
857,982
-169,219
-16% -$13.3M 2.02% 2
2014
Q4 		$77.7M Buy
1,027,201
+4,930
+0.5% +$352K 2.38% 1
2014
Q3 		$63.8M Sell
1,022,271
-65,088
-6% -$4.2M 1.95% 2
2014
Q2 		$68.1M Sell
1,087,359
-24,001
-2% -$1.51M 1.95% 2
2014
Q1 		$66.2M Sell
1,111,360
-19,473
-2% -$1.11M 1.95% 3
2013
Q4 		$60.6M Sell
1,130,833
-244,801
-18% -$14.6M 1.75% 3
2013
Q3 		$85.8M Sell
1,375,634
-372,429
-21% -$23.7M 2.46% 2
2013
Q2 		$117M Buy
+1,748,063
New +$124M 3.3% 2

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's WELL Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Welltower (WELL) stake by 2.8% in Q2 2026, buying an estimated $1.61M and bringing the position to 283,298 shares worth $64.3M. The position accounts for 0.44% of the portfolio, ranked #47.

Sumitomo Mitsui DS Asset Management first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $117M in Q2 2013. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 283,298 shares of Welltower worth $64.3M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 7,613 Welltower shares in Q2 2026, an estimated $1.61M.
  • Welltower made up 0.44% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #47 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui DS Asset Management's Welltower position peaked at $117M in Q2 2013.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.