APG Asset Management US
WELL icon

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
Q3 		$396M Buy
1,744,559
+52,166
+3% +$12.3M 2.97% 11
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

APG Asset Management US's WELL Position: Q3 2026 in Review

APG Asset Management US increased its Welltower (WELL) stake by 3.1% in Q3 2026, buying an estimated $12.3M and bringing the position to 1,744,559 shares worth $396M. The position accounts for 2.97% of the portfolio, ranked #11.

APG Asset Management US first reported a position in WELL in Q2 2013 and has held it in 25 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • APG Asset Management US held 1,744,559 shares of Welltower worth $396M as of Q3 2026.
  • APG Asset Management US bought 52,166 Welltower shares in Q3 2026, an estimated $12.3M.
  • Welltower made up 2.97% of APG Asset Management US's portfolio in Q3 2026, its #11 holding.
  • APG Asset Management US first reported a position in Welltower in Q2 2013 and has held it in 25 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on APG Asset Management US's 13F filing for Q3 2026, filed 12 Nov 2026.