Bank of America
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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
-40,600
Closed -$3.79M – 8440
2024
Q1 		$3.79M Buy
40,600
+19,600
+93% +$1.77M ﹤0.01% 3873
2023
Q4 		$1.89M Hold
21,000
– – ﹤0.01% 4464
2023
Q3 		$1.72M Hold
21,000
– – ﹤0.01% 4399
2023
Q2 		$1.7M Buy
+21,000
New +$1.62M ﹤0.01% 4355
2017
Q3 		– Sell
-2,400
Closed -$180K – 7304
2017
Q2 		$180K Buy
2,400
+2,000
+500% +$146K ﹤0.01% 5358
2017
Q1 		$28K Buy
+400
New +$27K ﹤0.01% 6185
2016
Q4 		– Sell
-700
Closed -$52K – 7344
2016
Q3 		$52K Buy
+700
New +$53.6K ﹤0.01% 5716

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
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
Wellington Management Group
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. 1,482 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.
  • 1,482 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.