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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
Q2 		$18.9M Buy
83,063
+51,859
+166% +$11M 0.24% 60
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIA Group's WELL Position: Q2 2026 in Review

AIA Group increased its Welltower (WELL) stake by 166% in Q2 2026, buying an estimated $11M and bringing the position to 83,063 shares worth $18.9M. The position accounts for 0.24% of the portfolio, ranked #60.

AIA Group first reported a position in WELL in Q3 2021 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AIA Group held 83,063 shares of Welltower worth $18.9M as of Q2 2026.
  • AIA Group bought 51,859 Welltower shares in Q2 2026, an estimated $11M.
  • Welltower made up 0.24% of AIA Group's portfolio in Q2 2026, its #60 holding.
  • AIA Group first reported a position in Welltower in Q3 2021 and has held it in 15 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AIA Group's 13F filing for Q2 2026, filed 31 Jul 2026.