Towarzystwo Funduszy Inwestycyjnych PZU SA’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
$1.01M Buy
4,471
+521
+13% +$110K 0.29% 56
2026
Q1
$781K Buy
3,950
+400
+11% +$79K 0.26% 57
2025
Q4
$659K Buy
3,550
+360
+11% +$67.2K 0.17% 78
2025
Q3
$568K Buy
3,190
+230
+8% +$37.8K 0.13% 79
2025
Q2
$455K Buy
2,960
+340
+13% +$50.8K 0.13% 83
2025
Q1
$401K Buy
2,620
+290
+12% +$41.3K 0.14% 83
2024
Q4
$294K Buy
2,330
+200
+9% +$26.3K 0.1% 88
2024
Q3
$273K Buy
2,130
+430
+25% +$50.2K 0.1% 94
2024
Q2
$177K Hold
1,700
0.07% 123
2024
Q1
$159K Buy
1,700
+520
+44% +$47.1K 0.07% 135
2023
Q4
$106K Buy
+1,180
New +$102K 0.05% 158
2021
Q3
$27.2K Hold
330
0.03% 225
2021
Q2
$27.4K Buy
+330
New +$25.3K 0.03% 226

Other funds holding WELL

Towarzystwo Funduszy Inwestycyjnych PZU SA's WELL Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $110K and bringing the position to 4,471 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #56.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in WELL in Q2 2021 and has held it in 13 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 4,471 shares of Welltower worth $1.01M as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA bought 521 Welltower shares in Q2 2026, an estimated $110K.
  • Welltower made up 0.29% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #56 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Welltower in Q2 2021 and has held it in 13 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.