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 Q3	$83.2M	Buy	361,307 +40,148	+13%	+$9.49M	0.41%	49
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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

UniSuper Management's WELL Position: Q3 2026 in Review

UniSuper Management increased its Welltower (WELL) stake by 13% in Q3 2026, buying an estimated $9.49M and bringing the position to 361,307 shares worth $83.2M. The position accounts for 0.41% of the portfolio, ranked #49.

UniSuper Management first reported a position in WELL in Q2 2023 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

UniSuper Management held 361,307 shares of Welltower worth $83.2M as of Q3 2026.
UniSuper Management bought 40,148 Welltower shares in Q3 2026, an estimated $9.49M.
Welltower made up 0.41% of UniSuper Management's portfolio in Q3 2026, its #49 holding.
UniSuper Management first reported a position in Welltower in Q2 2023 and has held it in 14 quarters since.
452 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on UniSuper Management's 13F filing for Q3 2026, filed 26 Oct 2026.