VAF
WELL icon

Values Added Financial’s Welltower WELL Stock Holding History

Values Added Financial’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 		$471K Buy
2,074
+209
+11% +$44.2K 0.17% 84
2026
Q1 		$369K Buy
1,865
+89
+5% +$17.6K 0.16% 88
2025
Q4 		$330K Hold
1,776
– – 0.14% 95
2025
Q3 		$316K Buy
1,776
+124
+8% +$20.4K 0.14% 95
2025
Q2 		$254K Buy
1,652
+209
+14% +$31.2K 0.12% 107
2025
Q1 		$221K Buy
+1,443
New +$206K 0.12% 108

Other funds holding WELL

Asset Management One
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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Values Added Financial's WELL Position: Q2 2026 in Review

Values Added Financial increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $44.2K and bringing the position to 2,074 shares worth $471K. The position accounts for 0.17% of the portfolio, ranked #84.

Values Added Financial first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Values Added Financial held 2,074 shares of Welltower worth $471K as of Q2 2026.
  • Values Added Financial bought 209 Welltower shares in Q2 2026, an estimated $44.2K.
  • Welltower made up 0.17% of Values Added Financial's portfolio in Q2 2026, its #84 holding.
  • Values Added Financial first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.