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Summit Place Financial Advisors’s Welltower WELL Stock Holding History

Summit Place Financial Advisors’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 		$4.01M Sell
17,666
-1,430
-7% -$302K 1.76% 17
2026
Q1 		$3.78M Sell
19,096
-2,050
-10% -$405K 1.81% 17
2025
Q4 		$3.92M Sell
21,146
-1,675
-7% -$313K 1.9% 17
2025
Q3 		$4.07M Sell
22,821
-1,219
-5% -$200K 1.92% 16
2025
Q2 		$3.7M Sell
24,040
-170
-0.7% -$25.4K 1.86% 19
2025
Q1 		$3.71M Sell
24,210
-750
-3% -$107K 2.09% 11
2024
Q4 		$3.15M Sell
24,960
-440
-2% -$57.8K 1.79% 21
2024
Q3 		$3.25M Sell
25,400
-4,484
-15% -$523K 1.81% 19
2024
Q2 		$3.12M Sell
29,884
-240
-0.8% -$23.5K 1.84% 17
2024
Q1 		$2.81M Sell
30,124
-50
-0.2% -$4.53K 1.65% 29
2023
Q4 		$2.72M Buy
30,174
+616
+2% +$53.4K 1.78% 24
2023
Q3 		$2.42M Sell
29,558
-1,375
-4% -$113K 1.72% 17
2023
Q2 		$2.5M Buy
30,933
+673
+2% +$51.9K 1.62% 28
2023
Q1 		$2.17M Buy
30,260
+4,035
+15% +$293K 1.54% 30
2022
Q4 		$1.72M Buy
26,225
+1,600
+6% +$103K 1.42% 36
2022
Q3 		$1.58M Buy
24,625
+4,575
+23% +$358K 1.47% 31
2022
Q2 		$1.65M Buy
20,050
+175
+0.9% +$15.6K 1.39% 26
2022
Q1 		$1.91M Sell
19,875
-1,520
-7% -$132K 1.28% 32
2021
Q4 		$1.83M Buy
21,395
+535
+3% +$44.6K 1.27% 36
2021
Q3 		$1.72M Buy
20,860
+5
+0% +$430 1.25% 35
2021
Q2 		$1.73M Sell
20,855
-180
-0.9% -$13.8K 1.27% 39
2021
Q1 		$1.51M Sell
21,035
-175
-0.8% -$11.8K 1.21% 38
2020
Q4 		$1.37M Buy
21,210
+25
+0.1% +$1.52K 1.19% 39
2020
Q3 		$1.17M Sell
21,185
-1,010
-5% -$55.5K 1.17% 39
2020
Q2 		$1.15M Buy
22,195
+7,270
+49% +$357K 1.82% 27
2020
Q1 		$683K Sell
14,925
-900
-6% -$66.4K 1.46% 26
2019
Q4 		$1.29M Buy
+15,825
New +$1.35M 2.05% 24

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Summit Place Financial Advisors's WELL Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Welltower (WELL) stake by 7.5% in Q2 2026, selling an estimated $302K and leaving 17,666 shares worth $4.01M. The position accounts for 1.76% of the portfolio, ranked #17.

Summit Place Financial Advisors first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.07M in Q3 2025. 583 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Summit Place Financial Advisors held 17,666 shares of Welltower worth $4.01M as of Q2 2026.
  • Summit Place Financial Advisors sold 1,430 Welltower shares in Q2 2026, an estimated $302K.
  • Welltower made up 1.76% of Summit Place Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Summit Place Financial Advisors first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • Summit Place Financial Advisors's Welltower position peaked at $4.07M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.