Y-Intercept (HK)’s Welltower WELL Stock Holding History

Y-Intercept (HK)’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	–	Sell	-4,673	Closed	-$924K	–	2219
2026 Q1	$924K	Sell	4,673 -5,629	-55%	-$1.11M	0.02%	1069
2025 Q4	$1.91M	Buy	+10,302	New	+$1.92M	0.04%	647
2024 Q1	–	Sell	-14,705	Closed	-$1.33M	–	1803
2023 Q4	$1.33M	Buy	+14,705	New	+$1.28M	0.12%	222
2022 Q2	–	Sell	-10,834	Closed	-$1.04M	–	1223
2022 Q1	$1.04M	Buy	+10,834	New	+$941K	0.24%	107
2021 Q3	–	Sell	-16,266	Closed	-$1.35M	–	939
2021 Q2	$1.35M	Buy	+16,266	New	+$1.25M	0.34%	50

Other funds holding WELL

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 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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Y-Intercept (HK)'s WELL Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Welltower (WELL) in Q2 2026, closing a stake of 4,673 shares — an estimated $924K sold.

Y-Intercept (HK) first reported a position in WELL in Q2 2021 and held it in 5 quarters. The position peaked at $1.91M in Q4 2025. 509 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Y-Intercept (HK) reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 4,673 Welltower shares in Q2 2026, an estimated $924K.
Y-Intercept (HK) first reported a position in Welltower in Q2 2021 and held it in 5 quarters.
Y-Intercept (HK)'s Welltower position peaked at $1.91M in Q4 2025.
509 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.