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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
Q2 		– Sell
-16,500
Closed -$3.26M – 269
2026
Q1 		$3.26M Buy
+16,500
New +$3.26M 0.29% 57
2023
Q3 		– Sell
-18,000
Closed -$1.46M – 191
2023
Q2 		$1.46M Buy
+18,000
New +$1.39M 0.56% 33

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

Banco BTG Pactual's WELL Position: Q2 2026 in Review

Banco BTG Pactual sold out of Welltower (WELL) in Q2 2026, closing a stake of 9,166 shares — an estimated $1.81M sold.

Banco BTG Pactual first reported a position in WELL in Q2 2023 and held it in 3 quarters. The position peaked at $1.81M in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Banco BTG Pactual reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Banco BTG Pactual sold 9,166 Welltower shares in Q2 2026, an estimated $1.81M.
  • Banco BTG Pactual first reported a position in Welltower in Q2 2023 and held it in 3 quarters.
  • Banco BTG Pactual's Welltower position peaked at $1.81M in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Banco BTG Pactual's 13F filing for Q2 2026, filed 7 Aug 2026.