Artisan Partners
WELL icon

Artisan Partners’s Welltower WELL Stock Holding History

Artisan Partners’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 		– Sell
-262,930
Closed -$48.8M – 380
2025
Q4 		$48.8M Sell
262,930
-202,263
-43% -$37.8M 0.07% 209
2025
Q3 		$82.9M Sell
465,193
-4,759
-1% -$782K 0.12% 163
2025
Q2 		$72.2M Buy
+469,952
New +$70.2M 0.11% 171

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners's WELL Position: Q1 2026 in Review

Artisan Partners sold out of Welltower (WELL) in Q1 2026, closing a stake of 262,930 shares — an estimated $48.8M sold.

Artisan Partners first reported a position in WELL in Q2 2025 and held it in 3 quarters. The position peaked at $82.9M in Q3 2025. 1,494 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Artisan Partners reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Artisan Partners sold 262,930 Welltower shares in Q1 2026, an estimated $48.8M.
  • Artisan Partners first reported a position in Welltower in Q2 2025 and held it in 3 quarters.
  • Artisan Partners's Welltower position peaked at $82.9M in Q3 2025.
  • 1,494 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.