Bank of America’s Welltower WELL Stock Holding History

Bank of America’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
2024 Q2	–	Sell	-141,300	Closed	-$13.2M	–	8439
2024 Q1	$13.2M	Buy	141,300 +118,400	+517%	+$10.7M	﹤0.01%	2685
2023 Q4	$2.06M	Hold	22,900	–	–	﹤0.01%	4374
2023 Q3	$1.88M	Sell	22,900 -19,900	-46%	-$1.64M	﹤0.01%	4309
2023 Q2	$3.46M	Buy	+42,800	New	+$3.3M	﹤0.01%	3737
2021 Q1	–	Sell	-14,500	Closed	-$937K	–	7822
2020 Q4	$937K	Buy	+14,500	New	+$880K	﹤0.01%	4564
2017 Q1	–	Sell	-11,200	Closed	-$750K	–	7262
2016 Q4	$750K	Buy	+11,200	New	+$742K	﹤0.01%	4541
2016 Q1	–	Sell	-50,000	Closed	-$3.4M	–	7347
2015 Q4	$3.4M	Hold	50,000	–	–	﹤0.01%	3320
2015 Q3	$3.39M	Buy	+50,000	New	+$3.34M	﹤0.01%	3260
2015 Q1	–	Sell	-29,500	Closed	-$2.23M	–	7613
2014 Q4	$2.23M	Sell	29,500 -50,500	-63%	-$3.61M	﹤0.01%	3273
2014 Q3	$4.99M	Sell	80,000 -5,500	-6%	-$355K	﹤0.01%	2573
2014 Q2	$5.36M	Buy	+85,500	New	+$5.38M	﹤0.01%	2506

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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. 1,484 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.
1,484 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.