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TD Waterhouse Canada’s Welltower WELL Stock Holding History

TD Waterhouse Canada’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 		$15M Buy
65,218
+6,889
+12% +$1.46M 0.04% 228
2026
Q1 		$11.6M Buy
58,329
+50,937
+689% +$10.1M 0.03% 248
2025
Q4 		$1.37M Buy
7,392
+5,562
+304% +$1.04M 0.01% 518
2025
Q3 		$328K Sell
1,830
-1,278
-41% -$210K ﹤0.01% 771
2025
Q2 		$471K Sell
3,108
-111
-3% -$16.6K ﹤0.01% 667
2025
Q1 		$496K Sell
3,219
-15,863
-83% -$2.26M ﹤0.01% 640
2024
Q4 		$2.4M Buy
19,082
+17,899
+1,513% +$2.35M 0.02% 364
2024
Q3 		$151K Sell
1,183
-115
-9% -$13.4K ﹤0.01% 821
2024
Q2 		$135K Buy
1,298
+37
+3% +$3.63K ﹤0.01% 837
2024
Q1 		$115K Sell
1,261
-9
-0.7% -$815 ﹤0.01% 875
2023
Q4 		$113K Sell
1,270
-331
-21% -$28.7K ﹤0.01% 786
2023
Q3 		$131K Sell
1,601
-326
-17% -$26.8K ﹤0.01% 710
2023
Q2 		$157K Buy
1,927
+195
+11% +$15K ﹤0.01% 699
2023
Q1 		$124K Sell
1,732
-36
-2% -$2.61K ﹤0.01% 726
2022
Q4 		$118K Buy
1,768
+165
+10% +$10.6K ﹤0.01% 727
2022
Q3 		$105K Hold
1,603
– – ﹤0.01% 762
2022
Q2 		$133K Buy
1,603
+42
+3% +$3.74K ﹤0.01% 743
2022
Q1 		$153K Buy
1,561
+44
+3% +$3.82K ﹤0.01% 767
2021
Q4 		$134K Buy
+1,517
New +$126K ﹤0.01% 821

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

TD Waterhouse Canada's WELL Position: Q2 2026 in Review

TD Waterhouse Canada increased its Welltower (WELL) stake by 12% in Q2 2026, buying an estimated $1.46M and bringing the position to 65,218 shares worth $15M. The position accounts for 0.04% of the portfolio, ranked #228.

TD Waterhouse Canada first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • TD Waterhouse Canada held 65,218 shares of Welltower worth $15M as of Q2 2026.
  • TD Waterhouse Canada bought 6,889 Welltower shares in Q2 2026, an estimated $1.46M.
  • Welltower made up 0.04% of TD Waterhouse Canada's portfolio in Q2 2026, its #228 holding.
  • TD Waterhouse Canada first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.