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Triasima Portfolio Management’s Welltower WELL Stock Holding History

Triasima Portfolio Management’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 		$11M Buy
48,359
+3,153
+7% +$667K 1.48% 15
2026
Q1 		$8.94M Buy
45,206
+547
+1% +$108K 1.35% 22
2025
Q4 		$8.29M Sell
44,659
-1,550
-3% -$290K 1.24% 25
2025
Q3 		$8.23M Buy
46,209
+3,760
+9% +$618K 1.24% 21
2025
Q2 		$6.53M Buy
42,449
+5,341
+14% +$798K 1.19% 25
2025
Q1 		$5.69M Buy
37,108
+25,108
+209% +$3.58M 1.12% 28
2024
Q4 		$1.51M Buy
+12,000
New +$1.58M 0.29% 94

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Triasima Portfolio Management's WELL Position: Q2 2026 in Review

Triasima Portfolio Management increased its Welltower (WELL) stake by 7% in Q2 2026, buying an estimated $667K and bringing the position to 48,359 shares worth $11M. The position accounts for 1.48% of the portfolio, ranked #15.

Triasima Portfolio Management first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Triasima Portfolio Management held 48,359 shares of Welltower worth $11M as of Q2 2026.
  • Triasima Portfolio Management bought 3,153 Welltower shares in Q2 2026, an estimated $667K.
  • Welltower made up 1.48% of Triasima Portfolio Management's portfolio in Q2 2026, its #15 holding.
  • Triasima Portfolio Management first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.