TD Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $204M | Sell |
897,789
-54,749
| -6% | -$11.6M | 0.18% | 108 |
|
|
2026
Q1 | $188M | Buy |
952,538
+20,414
| +2% | +$4.03M | 0.15% | 122 |
|
|
2025
Q4 | $173M | Buy |
932,124
+692,609
| +289% | +$129M | 0.14% | 134 |
|
|
2025
Q3 | $42.7M | Buy |
239,515
+11,149
| +5% | +$1.83M | 0.03% | 350 |
|
|
2025
Q2 | $35.1M | Buy |
228,366
+6,454
| +3% | +$964K | 0.03% | 400 |
|
|
2025
Q1 | $34M | Buy |
221,912
+7,618
| +4% | +$1.09M | 0.03% | 387 |
|
|
2024
Q4 | $27M | Sell |
214,294
-1,301
| -0.6% | -$171K | 0.02% | 439 |
|
|
2024
Q3 | $27.4M | Buy |
215,595
+11,398
| +6% | +$1.33M | 0.02% | 434 |
|
|
2024
Q2 | $21.3M | Buy |
204,197
+17,337
| +9% | +$1.7M | 0.02% | 482 |
|
|
2024
Q1 | $17.5M | Buy |
186,860
+8,060
| +5% | +$730K | 0.02% | 519 |
|
|
2023
Q4 | $16.1M | Sell |
178,800
-25,364
| -12% | -$2.2M | 0.02% | 518 |
|
|
2023
Q3 | $16.7M | Sell |
204,164
-3,223
| -2% | -$265K | 0.02% | 470 |
|
|
2023
Q2 | $16.8M | Sell |
207,387
-15,022
| -7% | -$1.16M | 0.02% | 478 |
|
|
2023
Q1 | $15.9M | Buy |
222,409
+4,153
| +2% | +$301K | 0.02% | 488 |
|
|
2022
Q4 | $14.3M | Buy |
218,256
+26,960
| +14% | +$1.73M | 0.02% | 514 |
|
|
2022
Q3 | $12.1M | Buy |
191,296
+2,187
| +1% | +$171K | 0.02% | 535 |
|
|
2022
Q2 | $15.6M | Sell |
189,109
-2,115
| -1% | -$188K | 0.02% | 490 |
|
|
2022
Q1 | $18.4M | Buy |
191,224
+1,064
| +0.6% | +$92.4K | 0.02% | 499 |
|
|
2021
Q4 | $16.3M | Sell |
190,160
-5,951
| -3% | -$496K | 0.01% | 557 |
|
|
2021
Q3 | $16.2M | Sell |
196,111
-2,298
| -1% | -$197K | 0.02% | 523 |
|
|
2021
Q2 | $17.2M | Sell |
198,409
-30,884
| -13% | -$2.36M | 0.02% | 516 |
|
|
2021
Q1 | $16.4M | Sell |
229,293
-51,586
| -18% | -$3.46M | 0.02% | 517 |
|
|
2020
Q4 | $18.1M | Sell |
280,879
-19,609
| -7% | -$1.19M | 0.02% | 453 |
|
|
2020
Q3 | $16.6M | Buy |
300,488
+15,645
| +5% | +$859K | 0.02% | 431 |
|
|
2020
Q2 | $14.7M | Sell |
284,843
-2,797
| -1% | -$137K | 0.02% | 426 |
|
|
2020
Q1 | $13.2M | Sell |
287,640
-17,077
| -6% | -$1.26M | 0.02% | 419 |
|
|
2019
Q4 | $24.9M | Sell |
304,717
-56,945
| -16% | -$4.88M | 0.04% | 345 |
|
|
2019
Q3 | $32.8M | Sell |
361,662
-45,182
| -11% | -$3.93M | 0.05% | 279 |
|
|
2019
Q2 | $33.2M | Sell |
406,844
-7,790
| -2% | -$612K | 0.05% | 274 |
|
|
2019
Q1 | $32.2M | Sell |
414,634
-4,529
| -1% | -$340K | 0.05% | 274 |
|
|
2018
Q4 | $29.1M | Sell |
419,163
-13,528
| -3% | -$920K | 0.05% | 276 |
|
|
2018
Q3 | $27.8M | Sell |
432,691
-37,719
| -8% | -$2.44M | 0.04% | 321 |
|
|
2018
Q2 | $29.5M | Sell |
470,410
-10,732
| -2% | -$598K | 0.04% | 306 |
|
|
2018
Q1 | $26.2M | Sell |
481,142
-63,649
| -12% | -$3.59M | 0.04% | 330 |
|
|
2017
Q4 | $34.7M | Sell |
544,791
-2,599
| -0.5% | -$174K | 0.05% | 280 |
|
|
2017
Q3 | $38.5M | Buy |
547,390
+710
| +0.1% | +$51.6K | 0.06% | 252 |
|
|
2017
Q2 | $40.9M | Sell |
546,680
-13,358
| -2% | -$976K | 0.06% | 237 |
|
|
2017
Q1 | $39.7M | Buy |
560,038
+890
| +0.2% | +$60K | 0.06% | 237 |
|
|
2016
Q4 | $37.4M | Sell |
559,148
-21,815
| -4% | -$1.45M | 0.06% | 237 |
|
|
2016
Q3 | $43.4M | Buy |
580,963
+60,342
| +12% | +$4.62M | 0.08% | 218 |
|
|
2016
Q2 | $39.7M | Buy |
520,621
+13,577
| +3% | +$964K | 0.07% | 222 |
|
|
2016
Q1 | $35.2M | Buy |
507,044
+21,704
| +4% | +$1.4M | 0.07% | 235 |
|
|
2015
Q4 | $33M | Buy |
+485,340
| New | +$31.7M | 0.07% | 239 |
|
|
2015
Q3 | – | Sell |
-431,671
| Closed | -$28.3M | – | 1386 |
|
|
2015
Q2 | $28.3M | Buy |
431,671
+21,014
| +5% | +$1.51M | 0.05% | 276 |
|
|
2015
Q1 | $31.8M | Buy |
410,657
+17,957
| +5% | +$1.41M | 0.06% | 251 |
|
|
2014
Q4 | $29.7M | Buy |
392,700
+34,462
| +10% | +$2.46M | 0.05% | 267 |
|
|
2014
Q3 | $22.3M | Buy |
358,238
+60,479
| +20% | +$3.9M | 0.04% | 316 |
|
|
2014
Q2 | $18.7M | Buy |
297,759
+12,505
| +4% | +$787K | 0.03% | 347 |
|
|
2014
Q1 | $17M | Buy |
285,254
+10,250
| +4% | +$586K | 0.03% | 356 |
|
|
2013
Q4 | $14.7M | Buy |
275,004
+34,400
| +14% | +$2.05M | 0.03% | 374 |
|
|
2013
Q3 | $15M | Buy |
240,604
+99,708
| +71% | +$6.34M | 0.03% | 348 |
|
|
2013
Q2 | $9.44M | Buy |
+140,896
| New | +$10M | 0.02% | 423 |
|
Other funds holding WELL
VCM
VPM
TD Asset Management's WELL Position: Q2 2026 in Review
TD Asset Management reduced its Welltower (WELL) stake by 5.7% in Q2 2026, selling an estimated $11.6M and leaving 897,789 shares worth $204M. The position accounts for 0.18% of the portfolio, ranked #108.
TD Asset Management first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,332 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- TD Asset Management held 897,789 shares of Welltower worth $204M as of Q2 2026.
- TD Asset Management sold 54,749 Welltower shares in Q2 2026, an estimated $11.6M.
- Welltower made up 0.18% of TD Asset Management's portfolio in Q2 2026, its #108 holding.
- TD Asset Management first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,332 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.