Bank of Montreal
WELL icon

Bank of Montreal’s Welltower WELL Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-4,000
Closed -$338K – 4323
2023
Q3 		$338K Sell
4,000
-6,000
-60% -$493K ﹤0.01% 2721
2023
Q2 		$815K Buy
+10,000
New +$770K ﹤0.01% 2295
2023
Q1 		– Sell
-10,600
Closed -$699K – 4223
2022
Q4 		$699K Buy
+10,600
New +$681K ﹤0.01% 2406
2022
Q3 		– Sell
-10,200
Closed -$856K – 4442
2022
Q2 		$856K Sell
10,200
-14,300
-58% -$1.27M ﹤0.01% 2408
2022
Q1 		$2.4M Buy
+24,500
New +$2.13M ﹤0.01% 1837
2021
Q2 		– Sell
-16,000
Closed -$1.21M – 4947
2021
Q1 		$1.21M Sell
16,000
-15,000
-48% -$1.01M ﹤0.01% 2054
2020
Q4 		$1.9M Buy
31,000
+4,200
+16% +$255K ﹤0.01% 1855
2020
Q3 		$1.52M Buy
+26,800
New +$1.47M ﹤0.01% 1784
2020
Q1 		– Sell
-13,800
Closed -$1.13M – 4765
2019
Q4 		$1.13M Buy
13,800
+2,200
+19% +$188K ﹤0.01% 2198
2019
Q3 		$1.05M Buy
11,600
+1,600
+16% +$139K ﹤0.01% 2054
2019
Q2 		$815K Sell
10,000
-48,500
-83% -$3.81M ﹤0.01% 2176
2019
Q1 		$4.54M Buy
+58,500
New +$4.39M ﹤0.01% 1219
2017
Q2 		– Sell
-10,000
Closed -$708K – 4309
2017
Q1 		$708K Sell
10,000
-2,500
-20% -$169K ﹤0.01% 1976
2016
Q4 		$785K Buy
12,500
+300
+2% +$19.9K ﹤0.01% 1978
2016
Q3 		$912K Hold
12,200
– – ﹤0.01% 1861
2016
Q2 		$929K Sell
12,200
-6,100
-33% -$433K ﹤0.01% 1873
2016
Q1 		$1.27M Buy
+18,300
New +$1.18M ﹤0.01% 1653

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 $3.38T AUM 44.17% 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

Bank of Montreal's WELL Position: Q2 2026 in Review

Bank of Montreal increased its Welltower (WELL) stake by 3.9% in Q2 2026, buying an estimated $4.85M and bringing the position to 615,146 shares worth $140M. The position accounts for 0.05% of the portfolio, ranked #319.

Bank of Montreal first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bank of Montreal held 615,146 shares of Welltower worth $140M as of Q2 2026.
  • Bank of Montreal bought 22,942 Welltower shares in Q2 2026, an estimated $4.85M.
  • Welltower made up 0.05% of Bank of Montreal's portfolio in Q2 2026, its #319 holding.
  • Bank of Montreal first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.