AIA Group’s Welltower WELL Stock Holding History

AIA Group’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	$6.17M	Sell	31,204 -24,549	-44%	-$4.85M	0.09%	147
2025 Q4	$10.3M	Buy	55,753 +31,753	+132%	+$5.93M	0.15%	91
2025 Q3	$4.28M	Buy	24,000 +8,400	+54%	+$1.38M	0.08%	153
2025 Q2	$2.4M	Buy	15,600 +3,100	+25%	+$463K	0.05%	155
2025 Q1	$1.92M	Buy	12,500 +300	+2%	+$42.7K	0.05%	177
2024 Q4	$1.54M	Sell	12,200 -1,600	-12%	-$210K	0.04%	175
2024 Q3	$1.77M	Buy	13,800 +600	+5%	+$70K	0.05%	173
2024 Q2	$1.38M	Buy	13,200 +800	+6%	+$78.4K	0.04%	194
2024 Q1	$1.16M	Sell	12,400 -600	-5%	-$54.3K	0.04%	200
2023 Q4	$1.17M	Sell	13,000 -100	-0.8%	-$8.68K	0.05%	181
2023 Q3	$1.07M	Buy	+13,100	New	+$1.08M	0.05%	163
2022 Q2	–	Sell	-19,263	Closed	-$1.85M	–	549
2022 Q1	$1.85M	Buy	19,263 +18,794	+4,007%	+$1.63M	0.08%	117
2021 Q4	$40K	Sell	469 -30,300	-98%	-$2.53M	﹤0.01%	490
2021 Q3	$2.54M	Buy	+30,769	New	+$2.64M	0.14%	85

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

AIA Group's WELL Position: Q1 2026 in Review

AIA Group reduced its Welltower (WELL) stake by 44% in Q1 2026, selling an estimated $4.85M and leaving 31,204 shares worth $6.17M. The position accounts for 0.09% of the portfolio, ranked #147.

AIA Group first reported a position in WELL in Q3 2021 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

AIA Group held 31,204 shares of Welltower worth $6.17M as of Q1 2026.
AIA Group sold 24,549 Welltower shares in Q1 2026, an estimated $4.85M.
Welltower made up 0.09% of AIA Group's portfolio in Q1 2026, its #147 holding.
AIA Group first reported a position in Welltower in Q3 2021 and has held it in 14 quarters since.
AIA Group's Welltower position peaked at $10.3M in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.