Amundi
WELL icon

Amundi’s Welltower WELL Stock Holding History

Amundi’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 		$1.21B Buy
5,339,664
+2,008,543
+60% +$425M 0.29% 59
2026
Q1 		$659M Sell
3,331,121
-169,772
-5% -$33.6M 0.18% 104
2025
Q4 		$650M Sell
3,500,893
-645,562
-16% -$121M 0.18% 118
2025
Q3 		$722M Buy
4,146,455
+82,035
+2% +$13.5M 0.23% 79
2025
Q2 		$613M Buy
4,064,420
+266,292
+7% +$39.8M 0.21% 94
2025
Q1 		$579M Buy
3,798,128
+24,301
+0.6% +$3.46M 0.21% 98
2024
Q4 		$477M Buy
3,773,827
+589,255
+19% +$77.3M 0.17% 133
2024
Q3 		$397M Buy
3,184,572
+100,209
+3% +$11.7M 0.15% 145
2024
Q2 		$325M Sell
3,084,363
-142,171
-4% -$13.9M 0.12% 162
2024
Q1 		$293M Buy
3,226,534
+590,178
+22% +$53.4M 0.13% 173
2023
Q4 		$236M Buy
2,636,356
+9,647
+0.4% +$837K 0.11% 218
2023
Q3 		$224M Sell
2,626,709
-12,015
-0.5% -$988K 0.11% 216
2023
Q2 		$215M Buy
2,638,724
+59,009
+2% +$4.55M 0.11% 216
2023
Q1 		$183M Sell
2,579,715
-165,194
-6% -$12M 0.1% 235
2022
Q4 		$191M Buy
2,744,909
+60,157
+2% +$3.87M 0.11% 219
2022
Q3 		$169M Buy
2,684,752
+1,042,945
+64% +$81.5M 0.1% 224
2022
Q2 		$132M Sell
1,641,807
-82,646
-5% -$7.35M 0.11% 218
2022
Q1 		$166M Buy
1,724,453
+282,718
+20% +$24.6M 0.11% 212
2021
Q4 		$126M Buy
1,441,735
+259,805
+22% +$21.7M 0.08% 270
2021
Q3 		$97.4M Sell
1,181,930
-112,845
-9% -$9.7M 0.07% 300
2021
Q2 		$108M Buy
+1,294,775
New +$99.1M 0.07% 276

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

Amundi's WELL Position: Q2 2026 in Review

Amundi increased its Welltower (WELL) stake by 60% in Q2 2026, buying an estimated $425M and bringing the position to 5,339,664 shares worth $1.21B. The position accounts for 0.29% of the portfolio, ranked #59.

Amundi first reported a position in WELL in Q2 2021 and has held it in 21 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Amundi held 5,339,664 shares of Welltower worth $1.21B as of Q2 2026.
  • Amundi bought 2,008,543 Welltower shares in Q2 2026, an estimated $425M.
  • Welltower made up 0.29% of Amundi's portfolio in Q2 2026, its #59 holding.
  • Amundi first reported a position in Welltower in Q2 2021 and has held it in 21 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.