Van Cleef Asset Management
WELL icon

Van Cleef Asset Management’s Welltower WELL Stock Holding History

Van Cleef Asset 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 		$270K Hold
1,172
– – 0.03% 109
2026
Q2 		$266K Hold
1,172
– – 0.03% 112
2026
Q1 		$232K Hold
1,172
– – 0.03% 113
2025
Q4 		$218K Hold
1,172
– – 0.02% 115
2025
Q3 		$209K Buy
+1,172
New +$193K 0.02% 117

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Van Cleef Asset Management's WELL Position: Q3 2026 in Review

Van Cleef Asset Management held its Welltower (WELL) position steady in Q3 2026 at 1,172 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #109.

Van Cleef Asset Management first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 585 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Van Cleef Asset Management held 1,172 shares of Welltower worth $270K as of Q3 2026.
  • Van Cleef Asset Management left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.03% of Van Cleef Asset Management's portfolio in Q3 2026, its #109 holding.
  • Van Cleef Asset Management first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 585 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Van Cleef Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.