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Waddell & Associates’s Welltower WELL Stock Holding History

Waddell & Associates’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 		$697K Hold
3,071
– – 0.03% 192
2026
Q1 		$607K Hold
3,071
– – 0.03% 191
2025
Q4 		$570K Hold
3,071
– – 0.04% 150
2025
Q3 		$547K Buy
+3,071
New +$505K 0.05% 131

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Waddell & Associates's WELL Position: Q2 2026 in Review

Waddell & Associates held its Welltower (WELL) position steady in Q2 2026 at 3,071 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #192.

Waddell & Associates first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Waddell & Associates held 3,071 shares of Welltower worth $697K as of Q2 2026.
  • Waddell & Associates left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #192 holding.
  • Waddell & Associates first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.