Walter Public Investments’s Welltower WELL Stock Holding History

Walter Public Investments’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	$5.88M	Buy	25,895 +22,895	+763%	+$4.84M	1.41%	30
2026 Q1	$593K	Hold	3,000	–	–	0.14%	42
2025 Q4	$557K	Hold	3,000	–	–	0.1%	42
2025 Q3	$534K	Buy	+3,000	New	+$493K	0.09%	39

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Walter Public Investments's WELL Position: Q2 2026 in Review

Walter Public Investments increased its Welltower (WELL) stake by 763% in Q2 2026, buying an estimated $4.84M and bringing the position to 25,895 shares worth $5.88M. The position accounts for 1.41% of the portfolio, ranked #30.

Walter Public Investments first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 797 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Walter Public Investments held 25,895 shares of Welltower worth $5.88M as of Q2 2026.
Walter Public Investments bought 22,895 Welltower shares in Q2 2026, an estimated $4.84M.
Welltower made up 1.41% of Walter Public Investments's portfolio in Q2 2026, its #30 holding.
Walter Public Investments first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
797 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.