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AlphaGrep UK Ltd’s Welltower WELL Stock Holding History

AlphaGrep UK Ltd’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
Q1 		$604K Sell
3,053
-1,552
-34% -$307K 0.17% 157
2025
Q4 		$855K Buy
+4,605
New +$860K 0.29% 53

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaGrep UK Ltd's WELL Position: Q1 2026 in Review

AlphaGrep UK Ltd reduced its Welltower (WELL) stake by 34% in Q1 2026, selling an estimated $307K and leaving 3,053 shares worth $604K. The position accounts for 0.17% of the portfolio, ranked #157.

AlphaGrep UK Ltd first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. The position peaked at $855K in Q4 2025. 1,489 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • AlphaGrep UK Ltd held 3,053 shares of Welltower worth $604K as of Q1 2026.
  • AlphaGrep UK Ltd sold 1,552 Welltower shares in Q1 2026, an estimated $307K.
  • Welltower made up 0.17% of AlphaGrep UK Ltd's portfolio in Q1 2026, its #157 holding.
  • AlphaGrep UK Ltd first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • AlphaGrep UK Ltd's Welltower position peaked at $855K in Q4 2025.
  • 1,489 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.