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Yousif Capital Management’s Welltower WELL Stock Holding History

Yousif Capital 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 		$22.3M Sell
98,192
-4,198
-4% -$888K 0.25% 59
2026
Q1 		$20.2M Sell
102,390
-1,405
-1% -$278K 0.24% 62
2025
Q4 		$19.5M Sell
103,795
-3,264
-3% -$610K 0.21% 73
2025
Q3 		$19.1M Buy
107,059
+539
+0.5% +$88.6K 0.2% 77
2025
Q2 		$16.4M Buy
106,520
+2,240
+2% +$335K 0.18% 98
2025
Q1 		$16M Buy
104,280
+1,143
+1% +$163K 0.19% 101
2024
Q4 		$13M Sell
103,137
-2,734
-3% -$359K 0.14% 124
2024
Q3 		$13.6M Buy
105,871
+3,330
+3% +$389K 0.15% 125
2024
Q2 		$10.7M Buy
102,541
+4,708
+5% +$461K 0.12% 148
2024
Q1 		$9.14M Buy
97,833
+964
+1% +$87.3K 0.1% 191
2023
Q4 		$8.73M Buy
96,869
+2,351
+2% +$204K 0.1% 182
2023
Q3 		$7.74M Sell
94,518
-281
-0.3% -$23.1K 0.1% 191
2023
Q2 		$7.67M Buy
94,799
+5,628
+6% +$434K 0.09% 198
2023
Q1 		$6.39M Sell
89,171
-3,840
-4% -$279K 0.08% 233
2022
Q4 		$6.1M Sell
93,011
-4,260
-4% -$274K 0.08% 242
2022
Q3 		$6.26M Buy
97,271
+9,731
+11% +$761K 0.09% 216
2022
Q2 		$7.21M Sell
87,540
-1,255
-1% -$112K 0.09% 203
2022
Q1 		$8.54M Buy
88,795
+778
+0.9% +$67.6K 0.09% 202
2021
Q4 		$7.55M Buy
+88,017
New +$7.34M 0.08% 237

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Yousif Capital Management's WELL Position: Q2 2026 in Review

Yousif Capital Management reduced its Welltower (WELL) stake by 4.1% in Q2 2026, selling an estimated $888K and leaving 98,192 shares worth $22.3M. The position accounts for 0.25% of the portfolio, ranked #59.

Yousif Capital Management first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 309 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Yousif Capital Management held 98,192 shares of Welltower worth $22.3M as of Q2 2026.
  • Yousif Capital Management sold 4,198 Welltower shares in Q2 2026, an estimated $888K.
  • Welltower made up 0.25% of Yousif Capital Management's portfolio in Q2 2026, its #59 holding.
  • Yousif Capital Management first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 309 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.