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Traveka Wealth’s Welltower WELL Stock Holding History

Traveka Wealth’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 		$205K Buy
+904
New +$191K 0.07% 189

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Traveka Wealth's WELL Position: Q2 2026 in Review

Traveka Wealth opened a new position in Welltower (WELL) in Q2 2026: 904 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #189 among its holdings.

704 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Traveka Wealth held 904 shares of Welltower worth $205K as of Q2 2026.
  • Welltower was a new Traveka Wealth position in Q2 2026.
  • Welltower made up 0.07% of Traveka Wealth's portfolio in Q2 2026, its #189 holding.
  • 704 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.