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Vert Asset Management’s Welltower WELL Stock Holding History

Vert 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
Q2 		$27.8M Buy
122,448
+7,843
+7% +$1.66M 7.6% 3
2026
Q1 		$22.7M Sell
114,605
-1,557
-1% -$308K 7.19% 5
2025
Q4 		$21.6M Sell
116,162
-21,603
-16% -$4.03M 7.17% 6
2025
Q3 		$24.5M Buy
137,765
+4,340
+3% +$713K 8.25% 1
2025
Q2 		$20.5M Sell
133,425
-6,061
-4% -$906K 7.47% 3
2025
Q1 		$21.4M Sell
139,486
-41,264
-23% -$5.88M 7.35% 2
2024
Q4 		$22.8M Buy
180,750
+299
+0.2% +$39.2K 7.8% 1
2024
Q3 		$23.1M Buy
180,451
+818
+0.5% +$95.4K 7.97% 1
2024
Q2 		$18.7M Sell
179,633
-3,420
-2% -$335K 7.46% 2
2024
Q1 		$17.1M Sell
183,053
-3,552
-2% -$322K 7.19% 4
2023
Q4 		$16.8M Buy
186,605
+1,316
+0.7% +$114K 7.26% 4
2023
Q3 		$15.2M Buy
185,289
+9,024
+5% +$742K 7.7% 1
2023
Q2 		$14.3M Buy
176,265
+5,494
+3% +$423K 7.3% 2
2023
Q1 		$12.2M Buy
170,771
+65,344
+62% +$4.74M 7.21% 5
2022
Q4 		$6.91M Buy
105,427
+4,765
+5% +$306K 6.15% 5
2022
Q3 		$6.47M Buy
100,662
+12,223
+14% +$955K 6.14% 4
2022
Q2 		$7.28M Buy
88,439
+7,129
+9% +$634K 6.74% 4
2022
Q1 		$7.82M Buy
81,310
+9,309
+13% +$809K 6.3% 5
2021
Q4 		$6.18M Buy
+72,001
New +$6M 5.08% 6

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Vert Asset Management's WELL Position: Q2 2026 in Review

Vert Asset Management increased its Welltower (WELL) stake by 6.8% in Q2 2026, buying an estimated $1.66M and bringing the position to 122,448 shares worth $27.8M. The position accounts for 7.6% of the portfolio, ranked #3.

Vert Asset Management first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 660 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Vert Asset Management held 122,448 shares of Welltower worth $27.8M as of Q2 2026.
  • Vert Asset Management bought 7,843 Welltower shares in Q2 2026, an estimated $1.66M.
  • Welltower made up 7.6% of Vert Asset Management's portfolio in Q2 2026, its #3 holding.
  • Vert Asset Management first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 660 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.