AG2R La Mondiale Gestion d'Actifs’s Welltower WELL Stock Holding History

AG2R La Mondiale Gestion d'Actifs’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	$5.6M	Buy	28,311 +1,023	+4%	+$202K	0.25%	79
2025 Q4	$5.06M	Buy	27,288 +2,129	+8%	+$398K	0.22%	86
2025 Q3	$3.87M	Hold	25,159	–	–	0.2%	102
2025 Q2	$3.87M	Buy	25,159 +1,459	+6%	+$218K	0.2%	102
2025 Q1	$3.66M	Buy	+23,700	New	+$3.38M	0.2%	102

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AG2R La Mondiale Gestion d'Actifs's WELL Position: Q1 2026 in Review

AG2R La Mondiale Gestion d'Actifs increased its Welltower (WELL) stake by 3.7% in Q1 2026, buying an estimated $202K and bringing the position to 28,311 shares worth $5.6M. The position accounts for 0.25% of the portfolio, ranked #79.

AG2R La Mondiale Gestion d'Actifs first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

AG2R La Mondiale Gestion d'Actifs held 28,311 shares of Welltower worth $5.6M as of Q1 2026.
AG2R La Mondiale Gestion d'Actifs bought 1,023 Welltower shares in Q1 2026, an estimated $202K.
Welltower made up 0.25% of AG2R La Mondiale Gestion d'Actifs's portfolio in Q1 2026, its #79 holding.
AG2R La Mondiale Gestion d'Actifs first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on AG2R La Mondiale Gestion d'Actifs's 13F filing for Q1 2026, filed 12 May 2026.