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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
Q2 		$390M Hold
1,692,393
– – 2.73% 13
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 $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

APG Asset Management US's WELL Position: Q2 2026 in Review

APG Asset Management US held its Welltower (WELL) position steady in Q2 2026 at 1,692,393 shares worth $390M. The position accounts for 2.73% of the portfolio, ranked #13.

APG Asset Management US first reported a position in WELL in Q2 2013 and has held it in 24 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • APG Asset Management US held 1,692,393 shares of Welltower worth $390M as of Q2 2026.
  • APG Asset Management US left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 2.73% of APG Asset Management US's portfolio in Q2 2026, its #13 holding.
  • APG Asset Management US first reported a position in Welltower in Q2 2013 and has held it in 24 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on APG Asset Management US's 13F filing for Q2 2026, filed 12 Aug 2026.