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Banco BTG Pactual’s Welltower WELL Stock Holding History

Banco BTG Pactual’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 		$791K Buy
+4,000
New +$790K 0.07% 128
2023
Q3 		– Sell
-6,000
Closed -$485K – 189
2023
Q2 		$485K Buy
+6,000
New +$462K 0.19% 72

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

Banco BTG Pactual's WELL Position: Q1 2026 in Review

Banco BTG Pactual opened a new position in Welltower (WELL) in Q1 2026: 9,166 shares worth $1.81M. The stake represents 0.16% of the portfolio and ranks #82 among its holdings. This is a return to the name: Banco BTG Pactual previously reported a position in WELL as recently as Q1 2025.

Banco BTG Pactual first reported a position in WELL in Q2 2023 and has held it in 3 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Banco BTG Pactual held 9,166 shares of Welltower worth $1.81M as of Q1 2026.
  • Welltower was a new Banco BTG Pactual position in Q1 2026.
  • Welltower made up 0.16% of Banco BTG Pactual's portfolio in Q1 2026, its #82 holding.
  • Banco BTG Pactual first reported a position in Welltower in Q2 2023 and has held it in 3 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.