V-Square Quantitative Management’s Welltower WELL Stock Holding History

V-Square Quantitative 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	$4.83M	Buy	21,261 +2,386	+13%	+$504K	0.46%	28
2026 Q1	$3.73M	Buy	18,875 +793	+4%	+$157K	0.39%	35
2025 Q4	$3.36M	Sell	18,082 -1,678	-8%	-$313K	0.35%	38
2025 Q3	$3.52M	Buy	19,760 +784	+4%	+$129K	0.59%	30
2025 Q2	$2.92M	Sell	18,976 -636	-3%	-$95K	0.39%	40
2025 Q1	$3M	Buy	19,612 +753	+4%	+$107K	0.44%	40
2024 Q4	$2.38M	Buy	18,859 +1,639	+10%	+$215K	0.34%	51
2024 Q3	$2.2M	Buy	17,220 +378	+2%	+$44.1K	0.32%	53
2024 Q2	$1.76M	Buy	16,842 +52	+0.3%	+$5.1K	0.28%	56
2024 Q1	$1.57M	Buy	16,790 +2,643	+19%	+$239K	0.22%	68
2023 Q4	$1.28M	Buy	14,147 +7,266	+106%	+$630K	0.23%	60
2023 Q3	$564K	Buy	6,881 +2,741	+66%	+$225K	0.25%	72
2023 Q2	$335K	Buy	4,140 +478	+13%	+$36.8K	0.24%	79
2023 Q1	$263K	Buy	+3,662	New	+$266K	0.24%	106

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

V-Square Quantitative Management's WELL Position: Q2 2026 in Review

V-Square Quantitative Management increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $504K and bringing the position to 21,261 shares worth $4.83M. The position accounts for 0.46% of the portfolio, ranked #28.

V-Square Quantitative Management first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 590 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

V-Square Quantitative Management held 21,261 shares of Welltower worth $4.83M as of Q2 2026.
V-Square Quantitative Management bought 2,386 Welltower shares in Q2 2026, an estimated $504K.
Welltower made up 0.46% of V-Square Quantitative Management's portfolio in Q2 2026, its #28 holding.
V-Square Quantitative Management first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
590 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.