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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
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 $5.7T 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