UniSuper Management’s Welltower WELL Stock Holding History

UniSuper 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	$72.9M	Sell	321,159 -17,296	-5%	-$3.66M	0.38%	57
2026 Q1	$66.9M	Sell	338,455 -35,798	-10%	-$7.07M	0.44%	48
2025 Q4	$69.5M	Sell	374,253 -50,078	-12%	-$9.35M	0.42%	48
2025 Q3	$75.6M	Buy	424,331 +14,655	+4%	+$2.41M	0.46%	39
2025 Q2	$63M	Buy	409,676 +12,000	+3%	+$1.79M	0.42%	47
2025 Q1	$60.9M	Buy	397,676 +1,932	+0.5%	+$275K	0.45%	40
2024 Q4	$49.9M	Buy	395,744 +12,364	+3%	+$1.62M	0.36%	55
2024 Q3	$49.1M	Buy	383,380 +2,845	+0.7%	+$332K	0.37%	56
2024 Q2	$39.7M	Buy	380,535 +23,161	+6%	+$2.27M	0.33%	60
2024 Q1	$33.4M	Buy	357,374 +18,727	+6%	+$1.7M	0.32%	71
2023 Q4	$30.5M	Buy	338,647 +12,557	+4%	+$1.09M	0.34%	70
2023 Q3	$26.7M	Buy	326,090 +58,067	+22%	+$4.78M	0.33%	72
2023 Q2	$21.7M	Buy	+268,023	New	+$20.6M	0.25%	87

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UniSuper Management's WELL Position: Q2 2026 in Review

UniSuper Management reduced its Welltower (WELL) stake by 5.1% in Q2 2026, selling an estimated $3.66M and leaving 321,159 shares worth $72.9M. The position accounts for 0.38% of the portfolio, ranked #57.

UniSuper Management first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. The position peaked at $75.6M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

UniSuper Management held 321,159 shares of Welltower worth $72.9M as of Q2 2026.
UniSuper Management sold 17,296 Welltower shares in Q2 2026, an estimated $3.66M.
Welltower made up 0.38% of UniSuper Management's portfolio in Q2 2026, its #57 holding.
UniSuper Management first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
UniSuper Management's Welltower position peaked at $75.6M in Q3 2025.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.