Wolff Wiese Magana’s Welltower WELL Stock Holding History

Wolff Wiese Magana’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	$23.8K	Hold	105	–	–	0.01%	335
2026 Q1	$20.8K	Hold	105	–	–	0.01%	321
2025 Q4	$19.5K	Hold	105	–	–	0.01%	319
2025 Q3	$18.7K	Hold	105	–	–	0.01%	330
2025 Q2	$16.1K	Hold	105	–	–	0.01%	321
2025 Q1	$16.1K	Sell	105 -23	-18%	-$3.28K	0.01%	331
2024 Q4	$16.1K	Hold	128	–	–	0.01%	336
2024 Q3	$16.4K	Hold	128	–	–	0.01%	348
2024 Q2	$13.3K	Hold	128	–	–	0.01%	279
2024 Q1	$12K	Hold	128	–	–	0.01%	273
2023 Q4	$11.5K	Hold	128	–	–	0.01%	265
2023 Q3	$10.5K	Hold	128	–	–	0.01%	343
2023 Q2	$10.4K	Hold	128	–	–	0.01%	346
2023 Q1	$9.18K	Hold	128	–	–	0.01%	365
2022 Q4	$8.39K	Hold	128	–	–	0.01%	352
2022 Q3	$8K	Hold	128	–	–	0.01%	537
2022 Q2	$11K	Buy	128 +5	+4%	+$445	0.01%	527
2022 Q1	$12K	Hold	123	–	–	0.01%	517
2021 Q4	$11K	Hold	123	–	–	0.01%	533
2021 Q3	$10K	Hold	123	–	–	0.01%	526
2021 Q2	$10K	Sell	123 -15	-11%	-$1.15K	0.01%	524
2021 Q1	$10K	Hold	138	–	–	0.01%	484
2020 Q4	$9K	Buy	+138	New	+$8.38K	0.01%	463

Other funds holding WELL

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wolff Wiese Magana's WELL Position: Q2 2026 in Review

Wolff Wiese Magana held its Welltower (WELL) position steady in Q2 2026 at 105 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #335.

Wolff Wiese Magana first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wolff Wiese Magana held 105 shares of Welltower worth $23.8K as of Q2 2026.
Wolff Wiese Magana left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #335 holding.
Wolff Wiese Magana first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.