A
WELL icon

Allianz’s Welltower WELL Stock Holding History

Allianz’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 		$1.84M Sell
8,110
-160
-2% -$33.8K 0.02% 257
2026
Q1 		$1.64M Sell
8,270
-34,127
-80% -$6.74M 0.02% 255
2025
Q4 		$7.87M Buy
42,397
+34,287
+423% +$6.4M 0.1% 123
2025
Q3 		$1.44M Sell
8,110
-140
-2% -$23K 0.03% 211
2025
Q2 		$1.27M Sell
8,250
-4,433
-35% -$662K 0.03% 207
2025
Q1 		$1.94M Sell
12,683
-719
-5% -$102K 0.05% 179
2024
Q4 		$1.67M Buy
13,402
+6,762
+102% +$888K 0.04% 184
2024
Q3 		$850K Buy
6,640
+370
+6% +$43.2K 0.02% 226
2024
Q2 		$654K Sell
6,270
-7,865
-56% -$771K 0.02% 251
2024
Q1 		$1.32M Buy
+14,135
New +$1.28M 0.04% 204

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

Allianz's WELL Position: Q2 2026 in Review

Allianz reduced its Welltower (WELL) stake by 1.9% in Q2 2026, selling an estimated $33.8K and leaving 8,110 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #257.

Allianz first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.87M in Q4 2025. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Allianz held 8,110 shares of Welltower worth $1.84M as of Q2 2026.
  • Allianz sold 160 Welltower shares in Q2 2026, an estimated $33.8K.
  • Welltower made up 0.02% of Allianz's portfolio in Q2 2026, its #257 holding.
  • Allianz first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • Allianz's Welltower position peaked at $7.87M in Q4 2025.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Allianz's 13F filing for Q2 2026, filed 10 Aug 2026.