Allianz Asset Management
WELL icon

Allianz Asset Management’s Welltower WELL Stock Holding History

Allianz Asset 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
Q1 		$1.36M Sell
6,900
-1,400
-17% -$277K ﹤0.01% 1658
2025
Q4 		$1.54M Buy
8,300
+4,600
+124% +$859K ﹤0.01% 1619
2025
Q3 		$659K Buy
3,700
+300
+9% +$49.3K ﹤0.01% 1793
2025
Q2 		$523K Buy
3,400
+600
+21% +$89.7K ﹤0.01% 1823
2025
Q1 		$429K Sell
2,800
-3,100
-53% -$442K ﹤0.01% 1924
2024
Q4 		$744K Sell
5,900
-6,300
-52% -$827K ﹤0.01% 1733
2024
Q3 		$1.56M Buy
12,200
+1,100
+10% +$128K ﹤0.01% 1497
2024
Q2 		$1.16M Buy
11,100
+10,800
+3,600% +$1.06M ﹤0.01% 1535
2024
Q1 		$28K Sell
300
-4,100
-93% -$371K ﹤0.01% 2019
2023
Q4 		$397K Sell
4,400
-12,000
-73% -$1.04M ﹤0.01% 1916
2023
Q3 		$1.34M Buy
16,400
+9,500
+138% +$781K ﹤0.01% 1600
2023
Q2 		$558K Buy
6,900
+6,300
+1,050% +$485K ﹤0.01% 1705
2023
Q1 		$43K Buy
600
+400
+200% +$29K ﹤0.01% 2094
2022
Q4 		$13.1K Hold
200
– – ﹤0.01% 1936
2022
Q3 		$13K Sell
200
-400
-67% -$31.3K ﹤0.01% 1829
2022
Q2 		$49K Sell
600
-1,800
-75% -$160K ﹤0.01% 2175
2022
Q1 		$231K Hold
2,400
– – ﹤0.01% 2263
2021
Q4 		$206K Sell
2,400
-2,500
-51% -$208K ﹤0.01% 2482
2021
Q3 		$404K Buy
4,900
+1,600
+48% +$137K ﹤0.01% 2307
2021
Q2 		$274K Buy
+3,300
New +$253K ﹤0.01% 2278
2020
Q3 		– Sell
-9,600
Closed -$497K – 2430
2020
Q2 		$497K Sell
9,600
-3,500
-27% -$172K ﹤0.01% 2055
2020
Q1 		$600K Sell
13,100
-15,800
-55% -$1.17M ﹤0.01% 1981
2019
Q4 		$2.36M Buy
28,900
+10,100
+54% +$865K ﹤0.01% 1794
2019
Q3 		$1.7M Buy
18,800
+15,300
+437% +$1.33M ﹤0.01% 1899
2019
Q2 		$285K Buy
3,500
+100
+3% +$7.86K ﹤0.01% 2507
2019
Q1 		$264K Sell
3,400
-5,500
-62% -$413K ﹤0.01% 2514
2018
Q4 		$618K Sell
8,900
-4,800
-35% -$327K ﹤0.01% 2212
2018
Q3 		$881K Sell
13,700
-1,400
-9% -$90.4K ﹤0.01% 2262
2018
Q2 		$947K Buy
15,100
+600
+4% +$33.4K ﹤0.01% 2250
2018
Q1 		$789K Sell
14,500
-60,000
-81% -$3.39M ﹤0.01% 2277
2017
Q4 		$4.75M Buy
74,500
+4,600
+7% +$309K ﹤0.01% 1647
2017
Q3 		$4.91M Buy
69,900
+25,100
+56% +$1.83M ﹤0.01% 1627
2017
Q2 		$3.35M Buy
44,800
+12,100
+37% +$885K ﹤0.01% 1772
2017
Q1 		$2.32M Sell
32,700
-45,300
-58% -$3.06M ﹤0.01% 1945
2016
Q4 		$5.22M Buy
78,000
+24,800
+47% +$1.64M ﹤0.01% 1631
2016
Q3 		$3.98M Buy
53,200
+20,600
+63% +$1.58M ﹤0.01% 1713
2016
Q2 		$2.48M Buy
32,600
+10,500
+48% +$746K ﹤0.01% 1832
2016
Q1 		$1.53M Buy
22,100
+4,000
+22% +$258K ﹤0.01% 1931
2015
Q4 		$1.23M Buy
18,100
+5,800
+47% +$379K ﹤0.01% 1904
2015
Q3 		$833K Sell
12,300
-10,600
-46% -$708K ﹤0.01% 1908
2015
Q2 		$1.5M Buy
22,900
+9,600
+72% +$688K ﹤0.01% 1818
2015
Q1 		$1.03M Sell
13,300
-1,100
-8% -$86.6K ﹤0.01% 1779
2014
Q4 		$1.09M Buy
+14,400
New +$1.03M ﹤0.01% 1794

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management's WELL Position: Q1 2026 in Review

Allianz Asset Management reduced its Welltower (WELL) stake by 9.4% in Q1 2026, selling an estimated $15.4M and leaving 749,052 shares worth $148M. The position accounts for 0.16% of the portfolio, ranked #128.

Allianz Asset Management first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. The position peaked at $159M in Q3 2024. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Allianz Asset Management held 749,052 shares of Welltower worth $148M as of Q1 2026.
  • Allianz Asset Management sold 78,024 Welltower shares in Q1 2026, an estimated $15.4M.
  • Welltower made up 0.16% of Allianz Asset Management's portfolio in Q1 2026, its #128 holding.
  • Allianz Asset Management first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
  • Allianz Asset Management's Welltower position peaked at $159M in Q3 2024.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.