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APG Asset Management US’s Welltower WELL Stock Holding History

APG Asset Management US’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 		$337M Buy
1,692,393
+35,076
+2% +$6.93M 2.59% 13
2025
Q4 		$308M Buy
1,657,317
+64,553
+4% +$12.1M 2.41% 15
2025
Q3 		$286M Buy
1,592,764
+71,080
+5% +$11.7M 2.11% 15
2025
Q2 		$231M Buy
1,521,684
+100,858
+7% +$15.1M 1.73% 17
2025
Q1 		$219M Buy
1,420,826
+82,709
+6% +$11.8M 1.68% 17
2024
Q4 		$169M Buy
1,338,117
+23,551
+2% +$3.09M 1.28% 19
2024
Q3 		$168M Buy
1,314,566
+76,699
+6% +$8.95M 1.14% 20
2024
Q2 		$129M Buy
1,237,867
+85,000
+7% +$8.33M 0.74% 27
2024
Q1 		$106M Buy
1,152,867
+186,000
+19% +$16.8M 0.61% 31
2023
Q4 		$87.2M Buy
966,867
+59,167
+7% +$5.13M 0.53% 29
2023
Q3 		$74.4M Buy
907,700
+129,871
+17% +$10.7M 0.65% 22
2023
Q2 		$62.9M Buy
777,829
+466,736
+150% +$36M 0.5% 23
2023
Q1 		$22.3M Buy
+311,093
New +$22.6M 0.18% 33
2015
Q4 		– Sell
-1,903,000
Closed -$129M – 68
2015
Q3 		$129M Buy
1,903,000
+181,000
+11% +$12.1M 1.14% 18
2015
Q2 		$113M Hold
1,722,000
– – 1.04% 18
2015
Q1 		$133M Buy
1,722,000
+102,700
+6% +$8.08M 1.1% 18
2014
Q4 		$123M Buy
1,619,300
+142,500
+10% +$10.2M 1.05% 18
2014
Q3 		$92.1M Buy
1,476,800
+113,083
+8% +$7.29M 0.9% 20
2014
Q2 		$85.5M Hold
1,363,717
– – 0.81% 21
2014
Q1 		$81.3M Hold
1,363,717
– – 0.82% 19
2013
Q4 		$73.1M Sell
1,363,717
-95,664
-7% -$5.69M 0.82% 19
2013
Q3 		$91M Sell
1,459,381
-575,710
-28% -$36.6M 1.01% 19
2013
Q2 		$136M Buy
+2,035,091
New +$145M 1.42% 17

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

APG Asset Management US's WELL Position: Q1 2026 in Review

APG Asset Management US increased its Welltower (WELL) stake by 2.1% in Q1 2026, buying an estimated $6.93M and bringing the position to 1,692,393 shares worth $337M. The position accounts for 2.59% of the portfolio, ranked #13.

APG Asset Management US first reported a position in WELL in Q2 2013 and has held it in 23 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • APG Asset Management US held 1,692,393 shares of Welltower worth $337M as of Q1 2026.
  • APG Asset Management US bought 35,076 Welltower shares in Q1 2026, an estimated $6.93M.
  • Welltower made up 2.59% of APG Asset Management US's portfolio in Q1 2026, its #13 holding.
  • APG Asset Management US first reported a position in Welltower in Q2 2013 and has held it in 23 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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