Bank of America’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.3B | Buy |
21,750,501
+1,347,243
| +7% | +$266M | 0.31% | 62 |
|
|
2025
Q4 | $3.79B | Buy |
20,403,258
+1,024,668
| +5% | +$191M | 0.28% | 75 |
|
|
2025
Q3 | $3.45B | Buy |
19,378,590
+367,463
| +2% | +$60.4M | 0.23% | 90 |
|
|
2025
Q2 | $2.92B | Sell |
19,011,127
-1,362,377
| -7% | -$204M | 0.21% | 94 |
|
|
2025
Q1 | $3.12B | Buy |
20,373,504
+1,666,716
| +9% | +$237M | 0.25% | 79 |
|
|
2024
Q4 | $2.36B | Buy |
18,706,788
+1,652,611
| +10% | +$217M | 0.2% | 108 |
|
|
2024
Q3 | $2.18B | Sell |
17,054,177
-795,840
| -4% | -$92.9M | 0.18% | 122 |
|
|
2024
Q2 | $1.86B | Buy |
17,850,017
+1,646,983
| +10% | +$161M | 0.16% | 130 |
|
|
2024
Q1 | $1.51B | Buy |
16,203,034
+1,302,579
| +9% | +$118M | 0.14% | 150 |
|
|
2023
Q4 | $1.34B | Buy |
14,900,455
+11,755,119
| +374% | +$1.02B | 0.14% | 159 |
|
|
2023
Q3 | $258M | Buy |
3,145,336
+963,868
| +44% | +$79.3M | 0.03% | 497 |
|
|
2023
Q2 | $176M | Sell |
2,181,468
-931,204
| -30% | -$71.7M | 0.02% | 649 |
|
|
2023
Q1 | $223M | Buy |
3,112,672
+442,287
| +17% | +$32.1M | 0.02% | 586 |
|
|
2022
Q4 | $175M | Sell |
2,670,385
-1,476,592
| -36% | -$94.9M | 0.02% | 645 |
|
|
2022
Q3 | $267M | Sell |
4,146,977
-145,903
| -3% | -$11.4M | 0.03% | 482 |
|
|
2022
Q2 | $354M | Buy |
4,292,880
+2,499,315
| +139% | +$222M | 0.04% | 406 |
|
|
2022
Q1 | $172M | Sell |
1,793,565
-699,295
| -28% | -$60.7M | 0.02% | 711 |
|
|
2021
Q4 | $214M | Buy |
2,492,860
+146,904
| +6% | +$12.2M | 0.02% | 641 |
|
|
2021
Q3 | $193M | Buy |
2,345,956
+483,709
| +26% | +$41.6M | 0.02% | 652 |
|
|
2021
Q2 | $155M | Buy |
1,862,247
+57,429
| +3% | +$4.4M | 0.02% | 751 |
|
|
2021
Q1 | $129M | Sell |
1,804,818
-75,155
| -4% | -$5.05M | 0.01% | 774 |
|
|
2020
Q4 | $121M | Sell |
1,879,973
-513,275
| -21% | -$31.2M | 0.02% | 708 |
|
|
2020
Q3 | $132M | Sell |
2,393,248
-30,046
| -1% | -$1.65M | 0.02% | 646 |
|
|
2020
Q2 | $125M | Sell |
2,423,294
-1,107,337
| -31% | -$54.4M | 0.02% | 613 |
|
|
2020
Q1 | $162M | Sell |
3,530,631
-402,200
| -10% | -$29.7M | 0.03% | 478 |
|
|
2019
Q4 | $322M | Sell |
3,932,831
-99,807
| -2% | -$8.55M | 0.05% | 359 |
|
|
2019
Q3 | $366M | Buy |
4,032,638
+212,153
| +6% | +$18.5M | 0.05% | 333 |
|
|
2019
Q2 | $311M | Sell |
3,820,485
-707,731
| -16% | -$55.6M | 0.05% | 362 |
|
|
2019
Q1 | $351M | Buy |
4,528,216
+336,152
| +8% | +$25.2M | 0.05% | 321 |
|
|
2018
Q4 | $291M | Buy |
4,192,064
+122,760
| +3% | +$8.35M | 0.05% | 337 |
|
|
2018
Q3 | $262M | Sell |
4,069,304
-229,747
| -5% | -$14.8M | 0.04% | 394 |
|
|
2018
Q2 | $270M | Sell |
4,299,051
-274,848
| -6% | -$15.3M | 0.04% | 373 |
|
|
2018
Q1 | $249M | Buy |
4,573,899
+435,013
| +11% | +$24.6M | 0.04% | 396 |
|
|
2017
Q4 | $264M | Sell |
4,138,886
-1,170,847
| -22% | -$78.6M | 0.04% | 371 |
|
|
2017
Q3 | $373M | Buy |
5,309,733
+1,017,386
| +24% | +$74M | 0.06% | 309 |
|
|
2017
Q2 | $321M | Sell |
4,292,347
-165,816
| -4% | -$12.1M | 0.06% | 301 |
|
|
2017
Q1 | $316M | Sell |
4,458,163
-52,335
| -1% | -$3.53M | 0.06% | 296 |
|
|
2016
Q4 | $302M | Buy |
4,510,498
+398,480
| +10% | +$26.4M | 0.07% | 297 |
|
|
2016
Q3 | $307M | Buy |
4,112,018
+377,488
| +10% | +$28.9M | 0.07% | 291 |
|
|
2016
Q2 | $284M | Buy |
3,734,530
+180,940
| +5% | +$12.8M | 0.07% | 300 |
|
|
2016
Q1 | $246M | Sell |
3,553,590
-1,211,230
| -25% | -$78.1M | 0.06% | 318 |
|
|
2015
Q4 | $324M | Buy |
4,764,820
+801,890
| +20% | +$52.3M | 0.08% | 271 |
|
|
2015
Q3 | $268M | Buy |
3,962,930
+2,504,826
| +172% | +$167M | 0.07% | 303 |
|
|
2015
Q2 | $95.7M | Sell |
1,458,104
-242,057
| -14% | -$17.4M | 0.03% | 564 |
|
|
2015
Q1 | $132M | Buy |
1,700,161
+261,250
| +18% | +$20.6M | 0.04% | 409 |
|
|
2014
Q4 | $109M | Buy |
1,438,911
+21,009
| +1% | +$1.5M | 0.04% | 514 |
|
|
2014
Q3 | $88.4M | Buy |
1,417,902
+148,320
| +12% | +$9.57M | 0.03% | 587 |
|
|
2014
Q2 | $79.6M | Buy |
1,269,582
+92,606
| +8% | +$5.83M | 0.03% | 630 |
|
|
2014
Q1 | $70.1M | Buy |
1,176,976
+84,810
| +8% | +$4.85M | 0.03% | 612 |
|
|
2013
Q4 | $58.5M | Sell |
1,092,166
-557,722
| -34% | -$33.2M | 0.02% | 705 |
|
|
2013
Q3 | $103M | Buy |
1,649,888
+285,927
| +21% | +$18.2M | 0.04% | 451 |
|
|
2013
Q2 | $91.4M | Buy |
+1,363,961
| New | +$96.9M | 0.04% | 444 |
|
Other funds holding WELL
VCM
VPM
Bank of America's WELL Position: Q1 2026 in Review
Bank of America increased its Welltower (WELL) stake by 6.6% in Q1 2026, buying an estimated $266M and bringing the position to 21,750,501 shares worth $4.3B. The position accounts for 0.31% of the portfolio, ranked #62.
Bank of America first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Bank of America held 21,750,501 shares of Welltower worth $4.3B as of Q1 2026.
- Bank of America bought 1,347,243 Welltower shares in Q1 2026, an estimated $266M.
- Welltower made up 0.31% of Bank of America's portfolio in Q1 2026, its #62 holding.
- Bank of America first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.