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University of Texas/Texas AM Investment Management Co (UTIMCO)’s Welltower WELL Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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 		$19.3K Hold
85
– – ﹤0.01% 377
2026
Q1 		$16.8K Hold
85
– – ﹤0.01% 261
2025
Q4 		$15.8K Buy
+85
New +$15.9K ﹤0.01% 278

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s WELL Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) held its Welltower (WELL) position steady in Q2 2026 at 85 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,212 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) held 85 shares of Welltower worth $19.3K as of Q2 2026.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #377 holding.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.