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B. Metzler seel. Sohn & Co’s Welltower WELL Stock Holding History

B. Metzler seel. Sohn & Co’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 		$13.6M Buy
59,902
+21,335
+55% +$4.51M 0.12% 96
2026
Q1 		$7.63M Buy
38,567
+2,940
+8% +$581K 0.07% 151
2025
Q4 		$6.61M Buy
35,627
+2,679
+8% +$500K 0.06% 170
2025
Q3 		$5.87M Buy
32,948
+2,091
+7% +$344K 0.05% 172
2025
Q2 		$4.74M Buy
30,857
+606
+2% +$90.6K 0.05% 199
2025
Q1 		$4.63M Sell
30,251
-331
-1% -$47.2K 0.05% 190
2024
Q4 		$3.85M Buy
30,582
+2,078
+7% +$273K 0.04% 214
2024
Q3 		$3.65M Sell
28,504
-14,716
-34% -$1.72M 0.04% 258
2024
Q2 		$4.51M Buy
43,220
+7,125
+20% +$698K 0.04% 199
2024
Q1 		$3.37M Sell
36,095
-2,890
-7% -$262K 0.04% 268
2023
Q4 		$3.52M Buy
38,985
+1,371
+4% +$119K 0.04% 236
2023
Q3 		$3.08M Buy
37,614
+3,108
+9% +$256K 0.05% 232
2023
Q2 		$2.79M Sell
34,506
-555
-2% -$42.8K 0.04% 305
2023
Q1 		$2.51M Sell
35,061
-1,568
-4% -$114K 0.04% 246
2022
Q4 		$2.4M Sell
36,629
-6,435
-15% -$414K 0.04% 251
2022
Q3 		$2.77M Buy
43,064
+1,604
+4% +$125K 0.05% 225
2022
Q2 		$3.41M Buy
41,460
+4,532
+12% +$403K 0.06% 206
2022
Q1 		$3.55M Buy
36,928
+2,741
+8% +$238K 0.05% 229
2021
Q4 		$2.94M Sell
34,187
-14,923
-30% -$1.24M 0.04% 263
2021
Q3 		$4.05M Buy
49,110
+596
+1% +$51.2K 0.06% 191
2021
Q2 		$4.03M Buy
48,514
+21,456
+79% +$1.64M 0.06% 179
2021
Q1 		$1.94M Buy
27,058
+1,684
+7% +$113K 0.03% 297
2020
Q4 		$1.72M Buy
+25,374
New +$1.54M 0.03% 300

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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's WELL Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Welltower (WELL) stake by 55% in Q2 2026, buying an estimated $4.51M and bringing the position to 59,902 shares worth $13.6M. The position accounts for 0.12% of the portfolio, ranked #96.

B. Metzler seel. Sohn & Co first reported a position in WELL in Q4 2020 and has held it in 23 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 59,902 shares of Welltower worth $13.6M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 21,335 Welltower shares in Q2 2026, an estimated $4.51M.
  • Welltower made up 0.12% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #96 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Welltower in Q4 2020 and has held it in 23 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.