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Tema ETFs’s Welltower WELL Stock Holding History

Tema ETFs’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 		$2.55M Buy
11,250
+1,015
+10% +$215K 0.08% 159
2026
Q1 		$2.02M Buy
10,235
+49
+0.5% +$9.68K 0.14% 142
2025
Q4 		$1.89M Sell
10,186
-28
-0.3% -$5.23K 0.15% 157
2025
Q3 		$1.82M Buy
+10,214
New +$1.68M 0.15% 174

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tema ETFs's WELL Position: Q2 2026 in Review

Tema ETFs increased its Welltower (WELL) stake by 9.9% in Q2 2026, buying an estimated $215K and bringing the position to 11,250 shares worth $2.55M. The position accounts for 0.08% of the portfolio, ranked #159.

Tema ETFs first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Tema ETFs held 11,250 shares of Welltower worth $2.55M as of Q2 2026.
  • Tema ETFs bought 1,015 Welltower shares in Q2 2026, an estimated $215K.
  • Welltower made up 0.08% of Tema ETFs's portfolio in Q2 2026, its #159 holding.
  • Tema ETFs first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.